Kirk Matenaer

With over two decades of experience in financial services, Kirk provides comprehensive wealth management to his clients that includes in-depth analysis, personalized recommendations, and hands-on support with implementation. Kirk is passionate about helping clients take control of their financial futures through thoughtful, long-term planning. His philosophy centers on the belief that true planning is an ongoing process built on consistent advisor-client engagement.

A former college baseball player, Kirk earned his degree in Environmental Science with minors in Literature and Philosophy from Eckerd College in St. Petersburg, Florida. He later completed the Financial Planning Certificate Program through the University of Georgia’s Terry College of Business.

Kirk is originally from the Chicago area and has called Charleston home since 2003 – where he lives with his wife (his college sweetheart and a Charleston native), their two children, three dogs, and a cat. Outside of work, Kirk is active in local service organizations and enjoys staying busy with sports, cooking, and travel.