Hi, my name is Jim Kirk.
I fell in love with personal finance in high school, and pursued the study of finance and portfolio management in college. As an undergraduate at the University of Dayton, I led the Davis Center for Portfolio Management endowment fund team to achieve the highest returns of all the institutional money managers.
This education strengthened my belief that everyone can feel prepared for retirement and increase their wealth when they have a solid plan in place and work with a strong professional team. Starting my career as a financial advisor in 2007 has given me a broad perspective about investing and protecting wealth. I have seen some of the best and worst markets in our history.
Knowledge of how the markets fit into your greater financial picture.
My perspective has been broadened by serving as a Wall Street analyst, an investment banking analyst, a personal banker, Manager of Financial Planning and Analysis, and as a Chief Financial Officer throughout my career. To better serve my clients, I obtained the Chartered Life Underwriter and Chartered Financial Consultant designations in 2009 and 2010.
Out of the office
My wife, Danielle, and I enjoy golfing and traveling with our kids. When I am out of the office you can find me running the trails around town, playing in basketball leagues, or in a skins game on the links.
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