OUR TEAM
Alan Kirby
MSFS, ChFC®, EA, CRC®, CFS™
Certified Tax Specialist (CTS™), Certified Estate & Trust Specialist (CES™)
Alan Kirby began his career in the financial industry in 1992. After his undergraduate work at Tennessee Technological University, Alan has continued to study updated, advanced planning strategies and techniques through The American College of Financial Services earning his ChFC® designation and a Master’s of Science in Financial Services among others from the Institute of Business and Finance, The Wealth Preservation Institute and The Heartland Institute of Financial Education. He is also an IRS Enrolled Agent.
Because of our nation’s financial distress, Alan is very concerned about the destructive impact rising taxes could have on retirees. He believes it is imperative for retirees and pre-retirees to include a tax-smart approach in their future planning. As both a financial planner and a tax professional, Alan brings a valuable approach often missing in traditional retirement planning.
A lifelong resident of Tennessee, Alan has been a musician for over thirty years and enjoys technology, history racquetball and spending time with his family. Alan has been married to his beloved wife Kimberly for over 30 years. Their son is in the Air Force and their daughter is an economics instructor at the University of Missouri.
Kimberly Kirby
Director of Operations
Kimberly provides support to RidgeBrooke by building client relations and managing the office. She has knowledge and experience in client services, office operations, marketing, accounting and hospitality. As a member of RidgeBrooke, Kimberly holds her Tennessee Life and Health Insurance License and serves to support the total client experience. Kimberly received her BA from Tennessee Technological University with an emphasis on Management Information Services.
Kimberly has used her education and experience to run two successful small businesses, and homeschool her children for several years. Kimberly is proud to be working alongside of Alan supporting his dream to educate and help people with their financial future.
Kimberly is an artist, and enjoys graphic design, fitness, and studying about health and nutrition. She has taught many classes over the years, and is beginning to explore photography.
Mark Roberts
Client Care Manager
Mark grew up in northern Maine, but worked for 10 years as office administrator for the Alzheimer’s Association in Green Bay, Wisconsin. He has also lived in New Mexico, Mississippi and Tullahoma, Tennessee. His family returned to Tennessee, seeking its warmer climate and slower pace of life. Mark has been married to Amanda Roberts for almost 40 years and they have two grown children: son Evan and daughter Erin.
Some of Mark’s hobbies include Southern Gospel and classical music in addition to Celtic music/instruments, family genealogy and Welsh/English/Scottish/Irish history. He also enjoys animal husbandry and working with small livestock.
Ralph Lehman
CFA®, CAIA®, MBA, JD
Ralph received his MBA and JD from the University of Tennessee and has a BBA from the University of Georgia. He has acquired his Chartered Financial Analyst (CFA®) and Chartered Alternative Investment Analyst (CAIA®) charters during his 25+ years in investments. These certifications are recognized globally and signifies a high level of expertise in investment analysis, portfolio management and alternative investments.
Ralph has authored two books, The Elusive Trade, which details when, how and why the ETF was created, and The Illusory Bargain, which shows the damaging effects of the 17th Amendment and the Federal Reserve.
Ralph and his wife Charlotte recently celebrated their 30th Anniversary with their dog Rocky.
Dominic Emord
Technology Coordinator & Client Care
Dominic provides support to RidgeBrooke in terms of technological matters and client relationships. He has built great know-how in working with both clients and building business relationships.
Dominic graduated from the University of Tennessee with a Bachelor’s in Linguistics. Furthermore, he has used his education in Linguistics and his entrepreneurial spirit to found and run his own small online-business in the educational sector. He uses his experience to further the mission of the RidgeBrooke team.
Dominic has passions in many areas such as language learning, travelling and assisting his community.
Kevin Edwards
Medicare Health Plans
As a member of the RidgeBrooke team, Kevin brings service to our clients’ health care needs. Kevin has his Tennessee Health Insurance License. Since Health Care is a valuable part of the retirement picture, it is vital that each Medicare option is accessed for every individual.
Kevin is a talented wood craftsman and enjoys spending time with his wife.