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Kirby McDonald

Experienced Financial Advisor in Nebraska

With more than 28 years of experience, Kirby Spencer McDonald has extensive experience in the financial and investment business. He specializes in long-term financial planning, which includes long-term care, retirement, education, and life insurance. He holds Securities Registrations Series 6, 7, 26, 63, and 65 and is licensed in both life and health insurance. He is also a certified wealth strategist graduate of Cannon Institute and an accredited investment fiduciary. Kirby McDonald spent 20 years at Foresters in Omaha, Nebraska, where he became one of the youngest branch managers in the company’s history. He focused on life insurance and investment advising and also hired and trained new agents and advisors.

In 1999, Kirby McDonald established Illuminate Financial, a financial planning firm also in Omaha, and serves as the firm’s compliance officer and managing partner. In addition to his work in advising, he has also developed training programs and literature that have been used worldwide. In his free time, he enjoys running, golfing, and spending time with his grandchildren.

Omaha, NE, US


Work Experience

Sep 1999 - Present

OSJ Compliance - Managing Partner - Founder
Illuminate Financial

Mar 1982 - Sep 1999

Agent/Advisor
Foresters


Education

Jan 2017 - Apr 2018

FI360

Accredited Investment Fiduciary

Jan 2014 - May 2016

Cannon Institute
Certified Wealth Strategist

Aug 1974 - May 1978

Clinton High School
High School Diploma

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