In providing a high-touch client experience, Kirk goes above and beyond to respond to clients’ questions and needs promptly. If he needs time for research, he lets them know when he’ll follow up.
Kirk’s response times underscore his passion for helping clients build and implement their financial plans. He enjoys helping clients reach their goals and watching their plans come to fruition, particularly when it comes to tax strategies. In doing so, Kirk is always mindful of the changing tax and economic environment.
He also specializes in analyzing and implementing solutions for executive compensation programs, including restricted stock, and nonqualified and incentive stock options.
Kirk has more than 25 years of experience in the financial services industry and several years of experience working in public accounting. Before joining JMG, he was a wealth advisor at Strategic Wealth Partners in Milwaukee.
In his free time, Kirk enjoys taking his family and friends fishing on his boat and going on annual vacations with his family.
CPA/ PFS, CFP®
Master of Science in accounting – University of Wisconsin-Whitewater
Bachelor of Business Administration in finance – University Wisconsin-Whitewater