In some ways, Kirk always seemed destined to become a financial advisor. His father was a banker and his uncle was a bond trader. Unsurprisingly, investing was a common topic growing up.
But it was his training as a national rowing champion and participant of the 1996 Olympic Trials that taught him important lessons in what he considers to be a successful and fulfilling career. One of those lessons is the power of teamwork. Rowing and investing require everyone to be in sync.
This is why Kirk prides himself on understanding and appreciating each of his clients as individuals with distinct goals (in fact, building and strengthening relationships is what he enjoys doing most). With this knowledge in place, a consistent course of action can be set to help reach established goals in a more timely and cost-efficient manner.
Embracing Innovation
Kirk started his career selling financial products. This led to an important revelation: there is not one all-encompassing strategy or solution that works for everyone. He promised himself that he would focus on the person in front of him — not a particular product or fund.
Kirk believes this philosophy has served his clients well during the past quarter century, a time which the market has shown extreme volatility and unpredictability, both good and bad.
With new technology and new investment options becoming available, he is excited to see how these can enhance his hallmark style of genuine warmth and approachability.
Outside the Office
Kirk and his wife live in Glenside, PA, and enjoy supporting their children’s diverse pursuits. With one daughter completing her nursing degree at Auburn University, a son playing collegiate baseball and their youngest recently committing to play volleyball at The Catholic University of America, they’re currently embracing the bittersweet transition to empty nesting. Each year, Kirk prioritizes family connection by cheering at his children's events and planning a special destination trip for the holidays.
CA Insurance License # 0C03538 Resident State PA.
