Since joining The Palm Financial Group in 2000, Kirk has successfully helped clients manage their wealth through all market conditions. As a Certified Financial Planner (CFP®), he helps create a financial strategy to see the big picture and set long and short-term goals.
Kirk earned his BBA in Investment Finance from the University of Wisconsin-Milwaukee. He holds his Series 7 and Series 66 securities licenses, as well as Life, Accident, & Health Insurance Licenses. Kirk earned his CFP® certification in 2012.
Kirk and his wife, Chris, live in Madison with their son Liam. They enjoy spending time together as a family; camping, fishing, traveling, and exploring with their son.