Who we are

Total Wealth is well-being, happiness, peace of mind. It includes your financial situation, but it’s so much more than money.

Mike VanPelt & Tyler Cook

The Kimsa Story

Our co-founders, Mike VanPelt and Tyler Cook, met while working at a firm in Lake Oswego, OR. Discovering a shared affinity for entrepreneurs and entrepreneurially minded investors they decided to go into partnership.

Most of their businesses owner clients were uninterested in conventional financial advisors and conventional financial advice. They wanted flexible strategies that would work with their complex situations.

Kimsa Total Wealth was launched in 2017 to serve both the personal and business related needs of business owners and their families. Since then, we've expanded to more locations and added key team members who share our core principles, think holistically about our clients' lives, and are not afraid to ask bold questions to get better answers.

Meet Your Team

We are a team of professionals, with various backgrounds, assembled together to ensure our clients have a rock-solid foundation to build upon. Our core team members foster the relationship and our partnerships with other professionals help to ensure that we protect, preserve and foster our clients' total financial health. 

Tyler Cook Headshot
Tyler Cook
Mike VanPelt
Kelly Soergel
John Pereira
Chris Quandt
Yolanda Evans
Michael Carta ALMI®, ACS®
Pete Fry MBA, CFP®
Cheyne Sorensen CFA®
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