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Kirk is the Director of Financial Planning at Bastion Fiduciary. Previous to that he was the founder and President of a fee-only Registered Investment Adviser named Picket Fence Financial with offices in Maryland and Tampa, Florida.

Kirk originally hails from Flint, Michigan. He is a graduate of the United States Coast Guard Academy, serving in both Hawaii and Washington D.C. After his military career Kirk worked for The Motley Fool where he served as their Director of Member Services. The Fool’s approach of exposing Wall Street’s dirty secrets appealed to Kirk. They shared a common belief that financial planners entrusted with other’s money should have their client’s interests at heart.

Kirk earned a master’s degree in Personal Financial Planning from the College for Financial Planning – the organization that manages the education requirement for the CFP. He led Picket Fence Financial for many years before joining forces with Cale Smith to form Bastion Fiduciary.

Kirk has been quoted in several financial publications including the Wall Street Journal, Kiplinger, Investor’s Business Daily, Standard and Poor’s, and Bloomberg Wealth Manager to name a few. Kirk has also been featured on the local Fox, ABC and NBC affiliates in Baltimore and Tampa Bay. He has served on the Board of Directors of his local Financial Planning Association, is a member of NAPFA, and was the President of his local Rotary.