On this episode of the Shed Geek Podcast Shannon speaks Kirk Chisholm at Innovative Advisory Group.
Kirk Chisholm is a Wealth Manager and Principal at Innovative Advisory Group. His roles at IAG are co-chair of the Investment Committee and Head of the Traditional Investment Risk Management Group. His background and areas of focus are portfolio management and investment analysis in both the traditional and alternative investment markets.
Kirk has been providing wealth management services to individuals, executives, entrepreneurs, and their families, as well as businesses and organizations since 1999. Kirk is dedicated to developing lasting relationships with all of his clients. One of the benefits of working with Kirk is his patience and his ability to provide clear, easy to understand explanations of all financial options.
Prior to integrating with Innovative Advisory Group in 2008, Kirk founded Stirling Global Advisors, LLC in 2005, a full-service private wealth management firm. Kirk has also held wealth management roles at both UBS PaineWebber and Smith Barney.
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This episodes Sponsors:
Studio Sponsor: Union Grove Lumber
Mini Barn Audio:Joey Pivotlift
High Barn Audio: My Shed
High Barn Audio: Backyard Finance
Mini Barn Audio:RTO National
Mini Barn Video: Troyers Websites of Texas
High Barn Video: Backyard Finance
High Barn Video: RTO National
