portrait of Nathan M Kirby
FINANCIAL ADVISOR
Accepting New Clients
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About Nathan

I grew up in Billings, Montana, and in 1994, I moved to Bozeman to attend Montana State University. Like so many people in this valley, I fell in love with Bozeman, and decided this was a perfect place to live, work and start a family. Now, almost 30 years later, my wife, Sarah, and I with our daughters, Jenna and Kaitlyn, are proud to call Bozeman home.

After graduating from MSU in 1999 with a bachelor's degree in economics, I went to work for a title insurance company as a title officer, knowing that after I had some professional experience, I...

Focus Areas

  • Retirement Savings Strategies
  • Retirement Income Strategies
  • Estate & Legacy Strategies
  • Charitable Giving
  • Wealth Strategies
  • Insurance & Annuities

Work History

  • Edward JonesNovember 2010 to Current

Certifications

  • CFP®

    CERTIFIED FINANCIAL PLANNER™

Education

  • Montana State Univ-BozemanBachelor of Science

Personal Interests

  • Spending Time with Family
  • Volunteering
  • Camping
  • Golfing
  • Traveling

Team Members

  • Jackie Lauer-Glebov
    Branch Office Administrator

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Office Information

Hours

Office Hours
WeekdayAvailability
Mon 08:00AM - 04:00PM
Tue 08:00AM - 04:00PM
Wed 08:00AM - 04:00PM
Thu 08:00AM - 04:00PM
Fri 08:00AM - 03:00PM
Sat Closed
Sun Closed

Additional Hours

  • Evenings
  • Web Conferencing

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