For over 20 years I have worked with a select group of individuals, families, businesses and institutions to help them build, manage, preserve and transition their wealth. Comprehensive wealth management is much more than just investments. I address risk management with insurance and other asset preservation strategies, in addition to liability management. I also help my clients leave their legacies through the trust, estate and fiduciary services provided by our Wells Fargo affiliates. Most of all, I bring to each relationship energy, passion, commitment and dedication to help you succeed financially.
I began my career as a Financial Advisor at a small boutique firm in Wichita, Kansas, where I developed my fundamental investment knowledge. In 1998, I joined Everen Securities in Topeka, Kansas, a predecessor firm of Wells Fargo Advisors, and in 2001 took a team approach as an associate in the Kirkpatrick Investment Group of Wells Fargo Advisors.
I grew up in Topeka and attended Topeka West High School. I later earned my Bachelor’s degree in International Business from Wichita State University. While at Wichita State, I married Janette. We currently reside in Lawrence, Kansas. Away from the office, I spend my free time with Janette, our daughter, Kennedy, and son, Parker. Kennedy will now be closer to home. She is attending medical school at the University of Kansas after finishing her final year of playing collegiate basketball for the Northern Iowa Panthers. Parker graduated with his Masters in Accountancy while playing his last year of baseball for the Northern Illinois Huskies. He chose to stay at NIU and enter Law School. With the kids’ schedules becoming busier through the years, my wife and I picked up tennis and travel to different parts of the country to play in tournaments when time permits. We enjoy getting to the mountains, riding bikes, taking in a good hike and getting on the ski slope. Most of all, we cherish time relaxing at home, taking in a movie and being with family and friends.
Please visit my website at KirkpatrickInvestmentGroup.com for information about my practice and the services I provide to my clients I am currently accepting new clients and appreciate your referrals.
CA License 0D44372