Kirk transferred his management and business experience to Hawaii in 1979 and began his career in financial services in 1989. He has obtained his CFP® certification as well as earning the LUTCF (Life Underwriting Training Council Fellowship), CLU® (Chartered Life Underwriter), and his ChFC® (Chartered Financial Consultant) designations.
Being a Baby Boomer in his early 60's, Kirk naturally had questions regarding Social Security and Medicare. Upon realizing the complexity of Social Security and Medicare (and the scarcity of Financial Planners who understand these systems nuances) he decided to focus on these areas to better serve his clients. Common questions include:
Kirk's diverse experience has also led him to become a financial professional focusing on Special Needs Planning, helping families with dependents with special needs plan for the future as well as retirement strategies, business continuation strategies, and life insurance. Kirk has special needs in his family and understands many of the challenges presented on both a daily and long term basis. Special needs planning not only entails financial planning for the entire family, but also helps parents with special needs dependents answer the questions:
He is a former Vice President for the Hawaii chapter of the Make-A-Wish Foundation, and was formerly on the board of directors for the Arc in Hawaii and the Autism Society of Hawaii.
He is a current member of the Arc in Hawaii.
Dane graduated with a BBA in Finance and International Business in 2016 from the UH Manoa Shidler College of Business, and has been working for Special Needs Hawaii ever since graduating. He has obtained his Certified Financial Planner (CFP) designation, and is working towards becoming a financial advisor himself.
Dane assists Kirk with many day-to-day back office operations, such as applications, note-taking, and followup calls. He is also in charge of maintaining many of the marketing efforts for the company, such as the monthly newsletters, and the website.
Dane is an Eagle Scout with Scouts BSA.