Kirk Capital Advisors LLC

Steven Tomisek is a CFP® professional with 14 years of industry experience. He is currently an advisor at Kirk Capital Advisors LLC and has previously worked at Advisors Financial, Inc. and Cetera Advisor Networks LLC. Kirk Capital Advisors provides investment advisory and financial planning services primarily to individual and high-net-worth clients, using firm-developed model portfolios and discretionary oversight of certain retirement accounts. The firm’s investment approach combines modern portfolio theory with fundamental and technical analysis and offers a sponsored wrap-fee program with institutional custody through Pershing and Schwab.

Nevin Kaul is a financial advisor at Kirk Capital Advisors LLC with 19 years of industry experience. He holds the Series 66 designation and has previously worked at Ategra Capital Management, LLC and 1st Portfolio, Inc. since 2012. Kirk Capital Advisors provides investment advisory and financial planning services primarily to individual and high-net-worth clients, using firm-developed model portfolios and discretionary oversight of certain held-away retirement accounts. The firm employs a mix of modern portfolio theory, fundamental, and technical analysis in its investment approach and sponsors a wrap-fee program with institutional custody relationships.

William Taylor is a financial advisor at Kirk Capital Advisors LLC with 29 years of industry experience. He holds the Series 63 and Series 65 designations and has worked at Kirk Capital Advisors since 2020, following roles at West Financial Services and 1st Portfolio, Inc. He serves as a board member of the Financial Planning Association of the National Capital Area. Kirk Capital Advisors provides investment advisory and financial planning services primarily to individual and high-net-worth clients, employing a blend of modern portfolio theory, fundamental, and technical analysis. The firm manages discretionary portfolios and oversees held-away retirement accounts, offering a wrap-fee program with institutional custody through Pershing and Schwab.

Mark Troutman is a CFP® professional with four years of experience at Kirk Capital Advisors LLC. He has held roles at Strategic Education International since 2018, serving as Chief Operating Officer for the nonprofit education foundation that provides professional education to national security professionals and strategists. He also teaches as adjunct faculty at Georgetown, Johns Hopkins, University of Maryland, and George Mason University on an episodic basis. Kirk Capital Advisors provides investment advisory and financial planning services primarily to individual and high-net-worth clients, managing discretionary portfolios using firm-developed model portfolios and offering oversight of held-away retirement accounts. The firm combines modern portfolio theory with fundamental and technical analysis and sponsors a wrap-fee program with institutional custody through Pershing and Schwab.