portrait of Kirk L Mandlin

About Kirk

Every day, I rise with one goal in mind: Helping my clients make good financial decisions, so they can make the most out of the one lifetime they have to live.

For over 30 years, I have helped investors accomplish their financial goals, including retirement strategies, liquidity needs, assisting their children, assisting their parents and addressing their estate considerations. I utilize my education and experience to design and implement long-term, diversified strategies for affluent families, organizations and closely-held businesses.

I begin by asking, "Where are you today?" followed up with four questions: "Where would you like to be?," "Can you...

Focus Areas

  • Wealth Strategies
  • Retirement Income Strategies
  • Estate & Legacy Strategies
  • Retirement Savings Strategies
  • Sustainable investing
  • Special Needs Financial Considerations

Work History

  • Edward JonesMarch 2017 to Current

Certifications

  • CIMA®

    Certified Investment Management Analyst®
  • CRPC™

    Chartered Retirement Planning Counselor™

Education

  • Wharton SchoolCertificate
  • Chancellor UniversityMasters

Personal Interests

  • Spending Time with Family
  • Traveling
  • Baseball

Team Members

  • Rose Dickinson
    Sr. Branch Office Administrator

Send Me a Message

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Office Information

Hours

Office Hours
WeekdayAvailability
Mon 08:00AM - 05:00PM
Tue 08:00AM - 05:00PM
Wed 08:00AM - 05:00PM
Thu 08:00AM - 05:00PM
Fri 08:00AM - 02:30PM
Sat By Appointment Only
Sun Closed

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