3 weeks ago
CAPTRUST Named NAPA’s Top DC Advisor Multi-Office Firm
The National Association of Plan Advisors (NAPA) has announced the...
Financial Advisor,
Relationship Manager
In 2020, Kirk joined CAPTRUST as a financial advisor and relationship manager responsible for researching financial strategies for private wealth clients as they work toward their retirement goals.
Prior to joining CAPTRUST, Kirk served as a financial advisor for Lakeside Wealth Management, a firm specializing in financial planning, fiduciary and corporate qualified plan consulting, small business services, risk and asset management, and estate, tax, and life insurance planning since 2002. Prior to joining Lakeside’s team, Kirk traded commodities and stock options on the trading floors at the Chicago Board of Trade and Chicago Board Options Exchange for nearly 20 years.
When Kirk is not at the office or with a client, he enjoys being an outdoorsman and cheering on the Kentucky Wildcats.
The National Association of Plan Advisors (NAPA) has announced the...
The National Association of Plan Advisors (NAPA) named 26 CAPTRUST...
This $1.9 trillion coronavirus relief package is designed to accelerate...
While the ARP contains a variety of fiscal stimulus measures,...