Shawna Kirk

More About Me

In a day and age where most people are overwhelmed by to do lists and tasks, my goal is to create time well spent for our clients. As a member of the Operations Team, I help do the heavy lifting of research, data entrance, and filling out paperwork so the planning team has everything they need to execute the best deliverables to our clients. I love solving problems and taking challenging projects through to the finish line.

Outside of work, I am what I like to refer to as a “Renaissance nerd.” I love sports, professional wrestling, going to the movies, coloring, knitting, crocheting and spending time with my cats. I’m not great at small talk, but if you want to have an interesting conversation about sports, movies, music or the philosophy behind modern song lyrics and television shows, I’m your girl.

Securities offered through Registered Representatives of Cambridge Investment Research, Inc., a broker-dealer, member FINRA/SIPC to residents of AK, AZ, CA, CT, CO, FL, ID,IL, IN, KS, MA, MD, MI, MN, MO, NC, NM, NY, OH, OK, PA, TN, TX, WA and WI. Advisory services offered through Cambridge Investment Research Advisors, Inc., a Registeredi nvestment Advisor. Fixed insurance offered through James K. Lancaster. Cambridge and Sterling Edge Financial are not affiliated. Cambridge does not offer tax advice. The information being provided is strictly as a courtesy. When you link to any of these websites provided herein, Sterling Edge Financial makes no representation as to the completeness or accuracy of information provided at these sites. Nor is the company liable for any direct or indirect technical or system issues or any consequences arising out of your access to or your use of third-party technologies, sites, information, and programs made available through this site. 

Cambridge’s Form CRS (Customer Relationship Summary)