Thomas Kirby

Lead Planner

Since 2000 Thomas has been serving and advising individuals, families, and small-business owners on comprehensive financial planning and wealth management. Developing long-term and trusting relationships with his clients has resulted in helping them not only survive, but thrive during the challenging economic times as well as life transitions. Thomas’s comprehensive financial planning focuses on the following key areas: net worth and cash flow, investment management, tax minimization, retirement planning, college planning, insurance solutions, and wealth preservation.

He earned the CFP® (Certified Financial Planner) CLU® (Chartered Life Underwriter) and CMFC® (Chartered Mutual Fund Counselor) professional designations to provide knowledgeable advice to his clients to help them obtain financial security.

Specialties: Expertise in investments, financial planning, banking, and risk management. 

Tom enjoys spending time outdoors with his family and travel.

Education: Bachelors degree in Finance from Metro State University Denver

View my professional bio information and my Form ADV Part 2B

"When you come to a fork in the road - take it." Yogi Berra

Follow Thomas

Get to know Thomas

Heli tour in Hawaii with family

Colorado camping with sons

Nice catch on the San Juan

Exploring The Hague with friends

Where's your favorite place in the world?

Amsterdam

What's the best meal you've ever had?

Enchiladas in Taos NM

If you could visit anywhere in the world you've never been, where would you go?

Safari in Africa

What is your favorite family tradition?

Thursday night pizza