Kirk Barrett

Kirk 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.