Kirk Beard
About Kirk Beard
Kirk Beard is a Risk Management Account Manager at Creative Planning Inc., where he has worked since 2017. He previously spent 13 years at New York Life Insurance Company and holds a Bachelor's degree in Political Science and Government from the University of Missouri-Kansas City.
Work at Creative Planning
Kirk Beard has served as a Risk Management Account Manager at Creative Planning Inc. since 2017. In this role, he focuses on business succession planning, a key specialty of the firm. Creative Planning is known for providing comprehensive wealth management services to high net worth clients, managing approximately $38 billion in assets for clients across all 50 states and internationally as of March 2019.
Previous Experience at New York Life Insurance Company
Before joining Creative Planning, Kirk Beard worked at New York Life Insurance Company for 13 years, from 2003 to 2016. His roles included Life Insurance New Business, Underwriting, and Internal Sales Support. This experience provided him with a solid foundation in the insurance industry and risk management practices.
Education and Expertise
Kirk Beard earned a Bachelor's degree in Political Science and Government from the University of Missouri-Kansas City, where he studied from 1991 to 1994. He also graduated from Center Senior High School in Kansas City, MO, in 1991. His educational background supports his expertise in business succession planning, which is integral to his current role.
Background
Kirk Beard is based in Leawood, Kansas, where he has built his career in the financial services sector. His professional journey includes significant experience in risk management and insurance, which has equipped him with the skills necessary to assist clients in navigating complex financial landscapes.