Michael Kirk

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

As a Senior Wealth Advisor, Michael serves as an Annex ambassador, introducing individuals, families, and businesses to the firm’s full range of capabilities. He leads the discovery process—learning each prospective client’s goals, priorities, and financial circumstances—to determine how Annex can best serve them.

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.