About

Kirby joined the firm in 2021 as an Operations Associate and was promoted to Client Service Manager in 2022. He holds the FINANCIAL PARAPLANNER QUALIFIED PROFESSIONAL™ designation and is currently working toward becoming a CERTIFIED FINANCIAL PLANNER™ practitioner. Originally from Provincetown, MA, Kirby comes from a background in restaurant management at his family’s business. He earned his degree in Operations and Information Management from the University of Massachusetts Amherst. In his current role, Kirby supports client service and plays an active role in the financial planning process alongside our advisory team.

Accomplishments and Goals

In addition to the FPQP® designation, Kirby earned an SAP certification and a minor in Information Technology during college. He is passionate about helping people make informed financial decisions to achieve their personal goals.

Giving Back

Kirby is committed to community service and supporting those in need. As philanthropy director of his fraternity, he organized volunteer opportunities and fundraising events for national partners. He also volunteered regularly at Not Bread Alone, preparing and serving meals for the local community. He now continues this work with Community Kitchen in Columbus, Ohio, where he currently resides.

Just for Fun

Outside the office, Kirby enjoys playing golf, walking his dogs, and following the NBA—especially his favorite team, the Boston Celtics. He also loves to cook and experiment with new recipes in the kitchen.