Kirk has been working with high-net clients, retirees, small business owners, and individuals saving for college and retirement for over two decades. His main priorities are his clients' satisfaction and helping them work towards achieving their financial objectives. Financial planning is not solely investment planning — it also consists of asset protection strategies, estate planning, retirement planning, and tax efficiency. Kirk focuses on delivering these areas in a comprehensive approach that has served his clients well over the years. This is also the reason he decided to become an independent advisor, partner with Gladstone Wealth Partners and found Ascend Wealth Management, as he didn't want his clients to be limited with the products and services that can be provided. Kirk specializes in developing a plan that focuses on his clients' unique goals and customizing solutions to work towards meeting them. This all starts with the initial meeting where he gets to understand what is important to you and what is in place financially — then constructing a plan to work toward the desired results. Periodic reviews are necessary to ensure that the plan is on target and to address any new developments in his clients' lives. Kirk is very accessible and makes things easier by meeting clients in their homes, offices, or via video conference. Prior to establishing Ascend Wealth Management, Kirk worked in banking and financial services for TD Waterhouse, JPMorgan Chase, Citigroup, HSBC, and most recently Merrill Lynch — serving in various roles including management and financial advising. In each role, his focus was always ensuring his clients and employees were his main priority. Kirk received his MBA from Ashford University and holds FINRA Series 7, 63, and 66 securities licenses through LPL Financial. He also holds his life and health insurance licenses. Kirk has a family with three children and is involved in all aspects of their lives — including basketball games and tournaments and orchestra performances. He loves traveling the world and spending time with his family.