Kirk, the "Generosity Advisor", is a strategic financial planner with deep expertise in tax-efficient wealth strategies and charitable giving. He helps clients - many of them veterans - navigate complex decisions with clarity and confidence, often partnering with nonprofit organizations to align their wealth with their values. Kirk enjoys collaborating closely with clients and their advisors to create plans that support long-term goals, from financial security to legacy giving.
Prior to joining Farther, Kirk was with Raymond James and held leadership roles at Avantax and Fisher Investments. He is a CERTIFIED FINANCIAL PLANNER® professional and an IRS Enrolled Agent. He holds a BBA from Northeastern State University, an MBA from Sam Houston State University, and a graduate certificate in business analytics from SMU.
Originally from Moore, Oklahoma, Kirk now lives in Plano, Texas, with his wife, Melissa, and their daughters, Grace and Faith. Outside the office, he enjoys jogging, coaching basketball, cultivating tropical plants, and staying active in his church community.
Start by scheduling a discovery call. Think of it as a mutual interview, not a sales pitch. We’ll explore your goals, assets, and financial vision. If we’re the right fit, our Concierge Team seamlessly handles setup and transfers, ensuring a smooth, tax-efficient transition from day one.
Farther advisors act in your best interest and are fiduciaries. We’ve eliminated commissions to remove conflicts and use a simple, transparent fee structure. Our growth depends directly on your success — we thrive only when your wealth does.
Our technology amplifies — not replaces — human expertise. The platform manages daily precision tasks, freeing your advisor to focus on strategy and nuance. This blend of advanced automation and human insight ensures your wealth benefits from both innovation and personal guidance.
Farther’s platform uses advanced encryption, continuous monitoring, and a proprietary vault architecture engineered for maximum data integrity. Backed by leading global tech investors like Alphabet’s CapitalG, our systems are designed and vetted to keep your wealth safe.
Farther acts as your wealth’s central hub. Our unified platform brings all your accounts together, while your dedicated advisor orchestrates your investment, tax, and estate strategies. The result is a seamless, proactive, and fully coordinated approach to managing every part of your financial life.
