Kirby serves as a Wealth Manager, working directly with his clients to create and maintain a customized financial plan addressing all aspects of a healthy financial life including investments, tax planning, risk management, retirement, employee benefits and estate planning.
With over 10 years of experience in the financial planning and investment industry, Kirby offers his clients a truly comprehensive planning experience. Prior to joining Creative Planning, Kirby served as an Advisory Team Director and Wealth Manager at a national investment advisory firm, where he was involved in portfolio construction, financial plan creation and execution, investment management, and economic and investment research.
Kirby graduated from Columbia University in New York City where he was recognized as an Academic All-Ivy League student-athlete and First-Team All-Ivy League football player. After graduation, Kirby played professional football in the Canadian Football League for the Winnipeg Blue Bomber Football Club. Kirby is a CERTIFIED FINANCIAL PLANNER™ professional as designated by the Certified Financial Planner Board of Standards.
Kirby and his wife Alicia have two children – Jay and Laila. In his spare time, Kirby enjoys sports, reading, coaching, exercising, and spending time with his family.
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