Thomas R. Kirby, MBA
Thomas Kirby, Financial Advisor and Branch Manager in our Richmond, Virginia office, joined Ziegler Wealth Management in 2012. Thom brings his clients more than 15 years of professional experience in the industry. Being a financial advisor fulfills his desire to have a career that would match his multiple interests in finance, investing and helping people. Thom understands the importance of listening and getting to know his clients before he works with them to develop a strategic investment plan based on sound principles of risk and reward.
With a focus on retirement planning, Thom works with his clients to craft plans around accumulating wealth for retirement, or generating income in retirement. Careful planning can be crucial to nearly any financial goal. Whether you want to comfortably retire, save for your children or grandchildren's college, or maximize the legacy you can leave your heirs, Thom can assist you with reviewing your situation and help determine appropriate strategies. Thom's planning services include:
- Financial Goal Analysis
- Retirement Planning
- Education Planning
- Estate Planning
- Personal Trust
- Life Insurance
- Long Term Care Insurance
Thom earned his Master of Business Administration from Averett University, a Bachelor of Science in counseling and a minor in risk management from Virginia Commonwealth University. In addition to taking care of his clients and practice, outside of the office, Thom engages in ballroom dance, biking, rollerblading, disc golf, working out, cooking and traveling. Additionally, he is an Associate Member — Henrico Fraternal Order of Police, an active member of the Henrico County Community Emergency Response Team, a graduate of the Henrico County Citizens' Police Academy and a member of Bon Air Baptist Church.
Begin by sitting down and discussing your needs and goals with Thom. He will be happy to explain the financial tools and investment opportunities available through Ziegler. Please call 877 245 5199 to schedule a time to meet.