About Kirk

On a personal level, Kirk understands the impact a financial advisor can have on your financial organization. He was raised by a hard-working single mother who provided him every opportunity for success. However, when she was approached by a financial advisor, it was clear that there was room for a plan to be put in place to prepare both Kirk and his mother for the unexpected. When the unexpected obstacle came knocking four years after the initial consultation, Kirk and his mother found themselves face first with ovarian cancer. The financial strategies that their advisor implemented helped Kirk as he navigated the loss of his mother while also finishing his college degree in finance and accounting. These same strategies continued to provide the necessary backing that gave Kirk the opportunity to grieve, grow and create a game plan for that actions that need to be completed in order to make that same impact on the lives of his clients and their loved ones.

Kirk assists clients by implementing strategies to prepare for the unexpected.

For Kirk, each meeting with a client begins with defining how they are organized. From there, he works to figure out the current financial situation of each of this clients, including any outstanding debt they currently have. Kirk then works with clients to help establish their financial goals. By defining their financial goals, he is then able to figure out which instruments need to be implemented in order to protect his clients from any unexpected obstacles that may occur, while building a portfolio that will help them to maintain their desired cost of living when they decide to retire.

connect with kirk

Kirk hold webinars once a week, focused predominately on the financial needs specific to practicing attorneys, though most of the information provided is applicable to a variety of financial situations.

When not at work you can find Kirk offshore fishing, grappling, open-water SCUBA diving, and coaching kids’ wrestling. Kirk enjoys being active and can also be found running or lifting weights in his spare time. Kirk grew up in New Orleans and Baton Rouge, Louisiana. He began his studies at Arizona State University, where he was a member of the wrestling team. He then continued his education at Louisiana State University before completing his studies at Southeastern Louisiana University, where he earned a degree in Finance and Accounting.

Services

• Comprehensive Fee-Based Financial Planning
• Investments
• Debt Strategies
• Retirement Strategies
• Risk Management

Qualifications

• Series 66
• Series 7
• Texas Life, Accident, and Health Licensed