Financial Professional Christopher Kimball

Christopher Kimball - MSFS CLTC CFP® AEP CMFC

Our mission is to help clients make realistic, specific, and informed financial choices. 

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Christopher V Kimball Financial Services, LLC Team

great service starts with a great team


Christopher

Christopher Kimball - MSFS CLTC CFP® AEP CMFC

Julie

Julie Hersey

- Executive Assistant

Julie has been an invaluable part of our company since 2005. In addition to keeping the office running smoothly, she handles account setup and records, scheduling appointments, meetings and seminars, tracking activities, and making sure Chris knows what he’s supposed to be doing. Her cheerfulness and delightful disposition keeps the office upbeat, and clients happy. She has a banking background, and she and her husband, Jack, are owners of “Superior Linen Services,” a family-owned business which has been in Tacoma since 1926. She and Jack have three children, Anne, Max and Nikala, and live in University Place.

Julie

Julie Hersey

- Executive Assistant

Julie has been an invaluable part of our company since 2005. In addition to keeping the office running smoothly, she handles account setup and records, scheduling appointments, meetings and seminars, tracking activities, and making sure Chris knows what he’s supposed to be doing. Her cheerfulness and delightful disposition keeps the office upbeat, and clients happy. She has a banking background, and she and her husband, Jack, are owners of “Superior Linen Services,” a family-owned business which has been in Tacoma since 1926. She and Jack have three children, Anne, Max and Nikala, and live in University Place.

Donna

Donna Woolverton

Donna

Donna Woolverton

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Important Investing Information: Not all investments and services mentioned are available in all states. Money Concepts registered representatives are restricted to conduct business only with residents of a state and/or jurisdiction for which they are properly registered. When investing from outside of the United States, you are subject to the securities and tax regulations governing your jurisdiction. Contact us directly for detailed information about investment regulations outside of the United States. Registered Representatives State License Disclosure

Christopher Kimball is an independent contractor of Money Concepts

note: Christopher V Kimball Financial Services, LLC is an independent firm and not affiliated with Money Concepts

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