Michael Kirk is a Senior Wealth Advisor at Annex Wealth Management.

As a Wealth Advisor, Michael meets with prospective clients, working to secure the client relationship and then oversees those relationships for the long-term. Wealth managers conduct initial portfolio reviews with prospects and clients to determine or validate current investment objectives, prepare recommendations of appropriate investment models and allocations developed by Annex Wealth Management’s Financial Planning Team, and engage in business development to deliver results.

As Associate Director of Growth, Michael works with both leadership and various teams at Annex to guide the firm in its growth initiatives.

Michael graduated from Marquette University with a degree in economics and immediately began his pursuit of guiding individuals and families with a focus on financial planning. He is a CERTIFIED FINANCIAL PLANNER ™ professional, and helping people achieve their goals while navigating complexities has always been his passion.

Before joining Annex Wealth Management, Michael was principal of an advisory firm. He has also worked with a number of technology firms within the fintech space.

When not in the office, Michael enjoys creating experiences and memories with friends and family while being outside. The perfect summer day for Michael would be an early morning round of golf, time on the lake, and a bonfire at sunset. In winter you’ll find him enjoying a great hike with the dogs or avoiding injury while skiing. At any time of the year, Michael enjoys any conversation surrounding aviation.