My clients are my best friends and I have been incredibly blessed to have so many come into my life.
A good book will often have a plot twist that no one expects. Life can imitate art by changing your needs when you least expect it. With over 20 years in the financial industry, Kirk knows how to handle these changes when they arise. He understands that not everything can be accounted for in any plan, but he is prepared to help you handle whatever twists come your way and help get you to the next chapter in your financial story.
Kirk has extensive experience to offer clients for effectively managing their wealth. He excels in providing comprehensive financial planning services, including retirement and estate planning, investment management and tax planning.* His objective with every client is to develop a strategy that best suits their financial needs and goals, ensuring they can effectively pursue long-term growth and financial confidence.
Prior to joining the family at The Avenue, Kirk had been a financial advisor with Wells Fargo Advisors since 1996. Kirk enjoys the sense of family and mutual admiration The Avenue creates, not only for the employees but the clients as well.
Originally from Branson, Missouri, Kirk grew up in Southern California and has lived in Athens since 1994. When he’s not in the office, Kirk can be found coaching football, reading, or golfing.
*Raymond James does not offer tax services.