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Kirby McDonald

Omaha Financial Services Professional

Kirby McDonald
Omaha United States (Nebraska)
Professional Status
Employed
Available
About Me
The owner and managing partner of Illuminate Financial in Omaha, Nebraska, Kirby Spenser McDonald oversees operations that include regulatory compliance and financial advisor recruitment and training. Kirby McDonald formerly served 17 years as an investment advisor, a life insurance agent, and a branch manager at the Omaha offices of Foresters Financial.

Mr. McDonald’s areas of expertise include education, retirement planning, and general wealth management. He is well-known in the financial services industry for his willingness to mentor and advise others. He has created financial education texts and training programs with nationwide circulation.

Outside of his work, Mr. McDonald has supported and volunteered with a variety of Nebraska charitable groups and community initiatives such as local youth baseball organizations. He also sits on the Mission Hills Homeowner Association board of directors. In his free time, Mr. McDonald likes to read and play golf. He also enjoys attending sports events and traveling with his family.
Resume created on DoYouBuzz

OSJ Compliance - Managing Partner - Founder

Illuminate Financial
Since September 1999

Agent/Advisor

Foresters
March 1982 to September 1999

Accredited Investment Fiduciary

FI360

January 2017 to April 2018

Certified Wealth Strategist

Cannon Institute

January 2014 to May 2016
  • Leadership
  • Management