Kirk Wakefield is well appreciated by his clients for his attention to detail, good listening skills and his vast experience in the field. Since KWWF’s inception, Kirk has focused on building long-term relationships with his growing client base.
As a certified financial advisor and estate planner, Kirk coordinates the wealth management process to ensure that your wealth map stays current and meets your family’s requirements.
Kirk will assist in identifying your goals and will work with you to implement a series of strategies that will help in realizing your vision for the future.
Naomi Rouleau has had a career in the financial and insurance industry for over 20 years. Her extensive experience as a Financial Advisor, Administrative Investment Coordinator and a Marketing associate brings great value to the KWWF team. She loves to motivate others by encouraging them to be the best they can be. Her favorite motto is: “Ask for what you want”.
As the client relations specialist, Olivia is your point of first contact and assists with general inquiries and client updates. She is readily available to assist and guide our clients. She keeps our business organized and running smoothly.