Kirby supports our practice in a variety of ways, overseeing our internal operations and helping clients manage their accounts. With 16 years of experience in the financial services industry, she provides valuable insight into our operations and client service, and she is always looking for ways to improve our processes in support of clients’ needs. She prioritizes personal service, taking time to get to know each client and their story as she works with them. She appreciates the opportunity to help others better their lives, and she provides an empathetic and diligent approach that ensures our clients receive timely, thoughtful service.
Education
- Series 99 license
- Bachelor’s Degree, Sociology and Psychology – University of Iowa
Personal Life
Kirby lives in a small town in southeast Iowa with her husband Dustin and their two boys, Deklan and Taggart (aka Taggy). An active family, they spend much of their time attending the boys’ sporting events and enjoying the outdoors together. Kirby also manages their school’s youth wrestling program and organizes fundraisers for several of their sports teams.