Kirk is a founding partner of Collins and Guilford Wealth Advisors, LLC, an independent, locally owned retirement planning and wealth management firm. He graduated from Bowling Green State University in 2008 with a Bachelor of Science degree in finance and a specialization in financial planning. As a CERTIFIED FINANCIAL PLANNER™ and a Chartered Financial Consultant, Kirk uses the financial planning process to help his clients with investment management, risk management, tax planning, retirement planning and estate planning.
Prior to founding Collins and Guilford Wealth Advisors, LLC, Kirk worked as a Financial Advisor at Prudential Financial for 8 years. While at Prudential Kirk earned an endorsement from faith based financial author Dave Ramsey as the Endorsed Local Provider (ELP) for investing. Kirk is still Dave Ramsey’s Smartvestor Pro (formerly called ELP) for investing in the Fort Wayne, IN and Northwest Ohio areas.
Kirk lives in Hicksville, Ohio with his wife, Lisa and their three children. He is a past president of the Hicksville Rotary Club, and an active volunteer with many local organizations. He enjoys spending time with his family, hunting, boating, and taking international mission trips. He and his family attend Fairview Missionary Church in Angola, IN.
Dave Ramsey’s SmartVestor Pro is a directory of investment professionals. Neither Dave Ramsey nor SmartVestor are affiliates or sponsored by LPL Financial.