Kirk Ellsworth

Client Concierge

Client Concierge

As a Client Concierge, Kirk is responsible for helping the advising team execute the successful onboarding of new clients. He is also a dedicated, day-to-day point of contact for them; answering any and all questions they may have regarding their investment and insurance accounts.
Kirk joined our team in September of 2022 after recently earning his Master’s in Business Administration from Sam Houston State University and a Bachelor of Arts in Advertising from Texas Tech University. A native of Texas, Kirk has lived in all regions of the state and brings his broad knowledge of sales, marketing, and financial management to the team in order to ensure our clients receive the best service and care possible.
The son of a professional chef and a third-generation Italian, food is in Kirk’s DNA. He enjoys cooking as well as trying out some of Houston’s latest and greatest restaurants with his friends. When not at work, Kirk is an explorer at heart. He loves to listen to new music, kayak, participate in pick-up basketball leagues, and hangout with his scruffy pound pup, Maggie – who is incredibly spoiled.
Summary
Name
Kirk Ellsworth
Job Title
Client Concierge