Leadership and Commitment at WestHill Financial Advisors®
A dedication to client-focused financial planning

Kirk is the co-founder and a shareholder of WestHill Financial Advisors®, bringing a wealth of experience and a distinct vision to the firm. With academic credentials that include a Bachelor’s degree in Business Administration from Linfield College and a Master’s in Financial Services from The American College, Kirk’s foundation in the industry is both broad and deep.

Prior to co-founding WestHill, Kirk gained valuable industry experience as a registered representative with Equitable. Over time, he became aware of the limitations imposed by large institutional firms—namely, ever-changing requirements and bureaucratic hurdles—that could interfere with offering truly client-centric service. This realization inspired Kirk to help create an independent, local advisory firm, focused on delivering the highest level of personalized financial guidance.

As Chairman of WestHill’s Investment Committee, Kirk plays a pivotal role in overseeing Investment Management team. He advocates for each client to have a tailored, written investment and financial plan, one that explicitly details investment objectives, acceptable risk thresholds, and the time horizon necessary for achieving established goals.

Kirk’s approach to financial advising is deeply rooted in effective communication, meticulous attention to detail, genuine care, and compassion. These values are essential, he believes, to earning clients’ trust and building enduring relationships that empower individuals to meet and exceed their financial aspirations.

Beyond his professional commitments, Kirk enjoys an active lifestyle that includes water skiing, wakeboarding, and travel, reflecting a well-rounded approach to life and work.

kirk@westhillfa.com | 415.482.1565