OUR TEAM
Alan Kirby
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 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 life and health insurance license and serves to support the total client experience.
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 34 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.
Michael Cooley
ChFC®, Financial Planner / Advisor
Michael has been in the financial services industry since 2019. After spending two decades in the construction industry advancing through the years into project/production management, he made the decision to complete his BBA degree with the University of Memphis in 2017, and enter the Financial/Retirement Planning industry. He has since gone on to pursue higher education in Financial Planning through the University of Georgia, as well as The American College of Financial Services, where he earned the ChFC® designation in 2023. Michael has also kept pace with the markets and is versed in market analysis and trends through both fundamental and technical analysis techniques. As such, he understands the volatility of the markets and how temperamental they can be, and has thus sought to become well versed in products and strategies that help to alleviate client dependance on the typical “wall street” models and strategies so prevalent in today’s marketplace. He understands that a wealth preservation plan, as well as realistic tax-planning, are just as important as wealth accumulation and distribution strategies across the investment horizon. This makes him a great fit for the RidgeBrooke team and philosophy!
Michael, too, is a life-long musician, singer/songwriter, and multi-instrumentalist, and has even played professionally in churches and in a well-known Pigeon Forge Theater show! He is the proud father of two lovely daughters, one of which still resides in the Knoxville/Oak Ridge area
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. 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.