Financial Services Associate
Kirk joined the team in May of 2013 and began learning the ropes as a Wealth Management Assistant. As he grew within the firm, Kirk learned the importance of financial education and felt a strong desire to help others understand their finances and find financial success. Having come of age during the Great Recession, he saw firsthand the impact a lack of long-term retirement planning can have in tumultuous times. This inspired his personal as well as professional desire to guide individuals through any economic season. As a Cypress native, graduate and homeowner, he has an understanding of his local community.
When he isn't in the office, he enjoys spending quality time with his wife (Kristen), son, (Kaleb) and golden retriever (Kaner). He is an avid sports fan, Angels Baseball, USC Trojans, Dallas Cowboys, LA Kings, and Chelsea FC. Kirk has traveled the world, some of his favorites are Oktoberfest in Munich, strolling through the cobblestone streets of Rome, and relaxing on the beaches of Jamaica.
Series 6 - Investment Company and Variable Contracts Products Representative
Series 63 - Uniform Securities Agent State Law
Series 7 - General Securities Representative
WMS™ - Wealth Management Specialist™