Advisory Team Leader
Before college, Kirby Mack had little knowledge of what financial planners did on a daily basis, or what type of value they provide to individuals and families. But after learning more about the business, and gaining a thorough understanding of the challenges and rewards that advisors face, it became clear to Kirby that a career in financial planning fit perfectly with both his talents and his desire to help others achieve and maintain financial freedom.
Today, as a wealth advisor, Kirby puts clients on the path toward reaching that financial freedom every day. He works with Buckingham Strategic Wealth’s Houston team to create customized plans that include portfolio management, tax-efficient strategies, estate planning, retirement analysis and education planning.
For Kirby, financial advice is all about adding value, and peace of mind, to his clients’ lives. He considers that an amazing opportunity not only to build strong personal relationships, but also to understand the things that are most important to his clients and then use that knowledge to construct and implement a comprehensive financial plan intended to provide them the best possible chance of attaining their goals.
Prior to joining Buckingham, Kirby served as general manager of COCA, where he oversaw the St. Louis nonprofit’s day-to-day operations. COCA is the fourth-largest multi-disciplinary, community-based arts organization in the country. Before that, Kirby was a financial advisor at Edward Jones and worked as a business manager for Access Securepak.
Kirby earned his bachelor’s degree in history from Columbia University in 2000. He holds the Series 7 and Series 66 securities licenses.
An avid sports fan, Kirby played professional football for the Winnipeg Blue Bombers of the Canadian Football League and coached at Brown University. He is married with two children and lives in Houston, Texas.