Kirk is the principal and representative of Pebble Valley Wealth Management. He uses his wide breadth of knowledge and expertise to help clients meet their financial needs. Kirk provides robust analysis with a level of detail above the rest.
Kirk has earned key professional designations across multiple disciplines, which gives him a broad and detailed knowledge of the products and practices involved in comprehensive financial planning and investment management.
- Certified Financial Planner (CFP®) - competency in all areas related to financial planning
- Chartered Financial Analyst (CFA) - economics and portfolio management
- Fellow of the Society of Actuaries (FSA) - insurance, pensions and Social Security
Before forming Pebble Valley Wealth Management in January 2008, he spent nine years at Allstate Investments, LLC as a Portfolio Manager of Derivatives and Corporate Credit where he gained valuable experience understanding bond markets and important economic indicators. Before that he worked for ten years at CNA Insurance as a Pricing and Risk Management Actuary for Disability Insurance and Investment products.
Kirk enjoys spending time with his wife Meg and three children. Kirk has lived in Western Springs since 1993 and has been active with coaching youth sports and is a current member of the Western Springs Business Association and St. John of the Cross Church. He is an avid football fan (GO Huskers, Hoos and Sooners!) and enjoys staying active with exercise, occasional sailing and making sausage.