Our Team
Our team is composed of experienced professionals who enjoy working closely with our clients and with each other.
We have a long history and depth of knowledge to offer advice on a broad range of topics while we provide exceptionally personalized services to our clients. Our client driven focus allows us to excel at providing financial and investment advice that is distinctive to our individual clients.
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Meet Our Team of Experts
Joseph S. Yager
Stephen C. Yager, CFP®
Certified Financial Planner™
Steve is the principal and founder of Kirby-Yager Financial Group, where he is a Registered Representative and investment advisor representative with Osaic Wealth, Inc. Since 1971 he has provided comprehensive financial planning services and asset management with a personal approach, catering to a client’s specific needs. He earned his CFP in 1988 and today he works with his son to provide a full-service financial planning operation.
Born in Colorado, he has lived in Wichita, Chicago, Kansas City, and Omaha, and back to Wichita where he has been a resident since 1973. Married with two children and four grandchildren he enjoys family activities and sporting events. He is an avid tennis player, fly fisherman, traveler, and can often be found at his lake house.
Steve’s passion for family, life and helping his clients live their best lives has also led him to participate actively and serve in leadership roles in several community and church organizations.
Joseph S. Yager
Financial Planner
As an independent Financial Advisor, Joe believes in helping individuals meet life goals through the proper management of financial resources. By listening to clients and discussing their lifestyles, goals, wishes, dreams and family situations he prepares personal solutions that integrate investment planning, tax reduction planning, retirement income and distribution planning, and family wealth planning.
Born and raised in Wichita, Kansas, Joe is a local product of USD 259 and graduate of Wichita East High. He attended the University of Kansas and received his BGS in Political Science, with minors in English and Business. Joe then attended Wichita State University and earned a Master of Public Administration (MPA) with a focus on Management and Finance.
Prior to joining his dad (Steve) he served in several different positions within government, ranging from an internship in Washington, DC for Senator Pat Roberts; Finance positions with the City of Lawrence and the City of Wichita; and as a Public Affairs Associate at Wichita State University working with local governments and non-profits. This unique and diverse background along with the consistent influence from the political and financial worlds has facilitated his desire to help individuals meet life goals through proper management of financial resources.
Joe is married to Holly who utilizes her PhD in School Psychology as a Special Education Coordinator and director of school psychologists with USD 259. Joe and Holly have two children, Colin and Olive. He makes as much time as possible for activities with his kids, wife and friends as he believes in balance in life. Joe is also extremely close with his and Holly’s family, so much so that he lives within eight blocks of both immediate families!
Joe’s passion for family, life and helping his clients live their best lives has also led him to participate actively and serve in leadership roles in several community and church organizations.
Joe is an avid hiker, especially the peaks of Rocky Mountain National Park, and local beer fanatic! And finally, a passionate KU (yes even football!), WSU, Yankees, Caps, and Chiefs fan!
We treat our clients with respect, diligence, and professionalism. Our focus is all about making a meaningful positive difference in their lives and we take pride in our clients who seek our advice year after year.