Kirk Greene

Kirk Greene, ChFC, CLU

President


Kirk has served as trusted advisor to individuals, businesses, and non-profits for over 40 years. His thoughtful approach, experience, insights and calm guiding hand are an important resource for clients.

Kirk is responsible for managing the firm’s planning, investment and service philosophy. He is a graduate of Seattle University and has earned both Chartered Financial Consultant (ChFC) and Chartered Life Underwriter (CLU) designations from the American College.

Kirk is an active Rotarian, past president of The Estate Planning Council of Seattle, and has served on the boards of several non-profit organizations over the years.

When not serving clients, Kirk enjoys spending time with his 4 adult sons and 8 grandchildren, bicycling, water skiing and enjoying his 2nd home in Santa Barbara.

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