Kirby Reese

Kirby Reese

Client Service Associates

Personal Profile
Kirby had a change in heart when it came to her career path. After realizing healthcare was not her passion, she took a job as an Executive Assistant for a small investment firm. While working closely with Registered Representatives, she grew to love the industry and decided to obtain her securities registrations to further her knowledge and skill level. She enjoys every day being different and getting to know and assist clients with whatever they may need.

Specialty
Kirby specializes in Larry's service model and taking exceptional care of his clients' needs. Kirby has a strong background in the securities field and provides quality service when it comes to creating financial reports and processing trades and transactions for our top clients.

Education and Honors
University of Northern Iowa

  • Bachelor’s Degree in Athletic Training

Professional Accreditations

  • Series 7, 63 and 24 Securities Registrations
  • 7 years' financial service industry experience

Interests and Hobbies
Kirby currently lives in Marion with her golden retriever, Beau. She enjoys spending her time at the gym and with close family and friends. She always looks forward to her annual trip to St. Louis to cheer on the Cardinals and loves travelling to new places and exploring new things.

Favorite Place to Visit: St. Louis or Jackson Hole
Favorite Food: Anything chocolate.
Travel Bucket List: Ireland, Denmark, Australia, New Zealand