2 weeks ago
Market Update | January 2023
A year ago, markets were coming off one of 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.
2 weeks ago
A year ago, markets were coming off one of the...
2 weeks ago
In this edition of Investment Strategy, Sam Kirby of...
1 month ago
In this video, get to know Things That Matter author...
2 months ago
In this video, get to know Major General Angie Salinas,...