Steve Tomisek, CFP®

As Partner and Chief Investment Officer, Steve brings nearly two decades of experience to Kirk Capital Advisors.  He oversees the firm’s investment strategy, portfolio management, and research.  Steve works closely with clients to design integrated financial plans that align investment decisions with tax, estate, and retirement strategies to help them achieve their wealth goals.

Before joining Kirk Capital Advisors, Steve served as Chief Investment Officer and Chief Operating Officer at a registered investment advisor in Tysons Corner, where he guided the firm’s investment philosophy and enhanced its operational infrastructure.

A CERTIFIED FINANCIAL PLANNER® professional, Steve takes a disciplined, research-driven approach to both investing and planning.  He earned his bachelor’s degrees in Finance and Accounting from Radford University.

Steve lives in Brambleton, Virginia with his wife, Dana, their Border Collie, and two cats.  He’s a lifelong car enthusiast and motorsports fan, enjoys golf, traveling, and collects whisky from around the world.