Broker Check

Affiliated Offices

KMS FINANCIAL SERVICES, INC.

2001 6th Ave, Suite 2801
Seattle , WA 98121
Phone: 206-441-2885
Fax: 206-448-4764

MY BACKUP in the event of my INCAPACITATION or DEATH

In the event of my incapacitation or death, Kathy Henningsen, CFP® CDFA® has been carefully selected to continue taking care of my clients' insurance, securities, and financial advice services through KMS Financial Services, Inc. She is the Founder and President of KSH Advisors and can be contacted at 

(425) 214-7579

kathy@kshadvisors.com

The following from Kathy's website offers important information about my backup:

I founded KSH Advisors in 2015 after 20+ years in the financial services industry. Whether working for broker dealers, banks or independent advisory firms, I have always worked one on one with my clients and their families and we have enjoyed warm, comfortable and rewarding long term relationships. 

I have found that the perspective, insights and knowledge I have honed over many years in the industry is valuable to my clients. Busy about their lives, their jobs and daily demands they trust me to provide objective guidance and sophisticated investment strategies to help ensure they stay on track with their financial goals. And, I work very hard to do just that.

I was raised in Eastern Washington's Columbia Basin as the oldest of 4 children. A trip home means walks with my Dad through the farm lands and camera in hand, lovely vistas of the Columbia River, farm animals, crops, orchards and barns nearby. If I’m lucky enough to be there in the fall, I relish the fragrance of ripe grapes in the air. To this day, it remains my “heaven on earth”. Happily married for over 30 years to Jay, I am also the proud Mother of two adult children, Andrew and Kate.

In my free time, I love the outdoors, golfing with my daughter, gardening, growing big pumpkins, sewing, playing games, boating, photography and supporting my favorite charity, Camp Korey. An avid Husky football fan, nothing pleases us more than boating into Husky Harbor on game day with our friends and family.

As a long time Bellevue resident, I am involved in my local community in a number of ways including sitting on the Planned Giving Advisory Council of Overlake Medical Center.

Please feel free to contact me for more information

EDUCATION

Bachelor of Arts in Business Administration (Finance), University of Washington

DESIGNATIONS

Certified Financial Planner®

Certified Divorce Financial Analyst®

REGISTRATIONS

Investment Adviser Representative with KMS Financial Services, Inc. an SEC Registered Investment Advisor

Series 6

Series 63