Our Heritage

We trace our roots back to 1995, when Stan Kirby and Steve Yager partnered together to focus on comprehensive financial planning.

In the 1970s and 80s Stan had a successful Insurance business known as Kirby & Associates and Steve was an independent advisor focused on investments while becoming a Certified Financial Planner (CFP). Throughout the years they worked together with an array of clients. As the industry changed and both realized that they could provide more for clients by working together to provide comprehensive services they decided to formalize their partnership and Kirby-Yager Financial Group was born.

The mission was to partner with clients to create financial comfort, help and protect their family, and build a legacy. By providing objective, tailored solutions to enhance the client’s life, Stan and Steve committed to maintaining the highest standards of integrity and professionalism.

Kirby-Yager Financial Group built its business on this endeavor to know and understand our client’s financial situation and provide them with the highest quality service and advice to help them reach their personal goals.

For 20 years this partnership focused on providing superb service to our clients and managing investments at a high level. Thanks to great clients we witnessed tremendous growth over this time.

In light of this growth, in 2013 we added Joe Yager, who is Steve’s son, to our partnership and since then he has worked side-by-side with us while he obtained his appropriate licensure and gained experience to become a key advisor in our office.  In addition, Gina Todd also worked closely with Stan to obtain licensure and become a vital team member focusing on life and health insurance.

Our intent from the beginning with both Joe and Gina was to have a team approach in caring for our clients to increase our services and have a plan in place to ensure our clients were taken care of in the future.

In late 2020 we lost Stan after an extremely valiant fight against Stage 4 cancer. Stan was one of the founders of this partnership and he took great pride that for the more than 25 years we focused on providing superb service for our clients and managing investments at a high level.

Today, we continue to honor Stan’s convictions and operate as an independent father-son team that believes in helping individuals meet life goals through the proper management of financial resources.