OUR TEAM

Alan Kirby

ChFC®, EA, CRC®, CFEd®, 

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.

 

 

 

 

David Kolenda

Financial Planning Associate

David completed his undergraduate work at North Central University with a focus in both Business Administration and Pre-Law.  He began his financial career at Fidelity Investments specializing in retirement accounts.  He was voted “Most Likely to be a Leader” by his peers and broke a company record in perfect customer service.  Additionally, he received his SIE, Series 7 and 63 licenses to serve as a licensed broker for TD Ameritrade. 

David and his wife have four children with aspirations to adopt in the future. 

 

 

 

 

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.