With over 20 years of experience as a financial advisor and registered representative and over 25 years in the financial industry, Kirk helps his clients pursue their financial goals and reduce the risk associated with saving, investing and managing their money. As an independent financial advisor Kirk works for his clients and not for a bank or major brokerage firm. Kirk prides himself on building relationships with his clients and “digging deeper” to better understand the client’s goals and objectives. Although Kirk is officing in Oklahoma City, he is working remotely, most often from his home in Perry, Oklahoma.
Professional Licenses / Registrations
- Series 7 FINRA Securities Registration for General Securities
- Series 63 FINRA Securities Registration for State Law
- Series 66 FINRA Securities Registration for Investment Advisor Services
- Oklahoma Insurance License – Life, Accident & Health, Variable Annuity
Kirk was born and raised on a farm in Kansas. He graduated from Kansas State University with a degree in Animal Science and spent 19 years working and eventually managing a purebred cattle ranch in Missouri. In 1994 he and his family moved to Hennessey, OK, and he spent the next five years as an Agricultural Loan Officer in a bank in Hennessey. Kirk then spent four years (1999 to 2003) with Edward Jones and 14 years with Investment Centers of America, Inc. at First Bank & Trust. In 2017 he transitioned to Securities America Advisors, Inc. In 2020, he merged his business with DBM Wealth Management in Oklahoma City, thus creating a network to better serve his clients with their investing and to help create continuity when the day comes which he decides to retire. Kirk and his wife, Marianne, are the parents of two sons, two daughters and eight grandchildren.