Kirby McDonald
Community-Involved Financial Planning Executive
About Kirby McDonald
A Certified Wealth Strategist and Accredited Investment Fiduciary, Kirby Spencer McDonald started his career in 1982 as an agent with Foresters Financial in Omaha, Nebraska. He worked for the agency for 17 years, during which time he held a variety of roles, including as a life insurance agent and an investment advisor. He was also one of its youngest-ever branch managers. Kirby McDonald was Foresters' top-performing agent/advisor in 1998 before launching his business the following year.
Kirby Spencer McDonald began performing financial planning services for clients through Illuminate Finance in September 1999 and incorporated the business in 2002. He continues to serve as a compliance officer of the Omaha, Nebraska-based agency and is responsible for recruiting, hiring, and training financial advisors.
In addition to his professional pursuits, Mr. McDonald serves on the board of Mission Hills Homeowner Association. In the past, he served on the boards of multiple nonprofits, including the Florence B. Hallum Child Abuse Prevention Fund, Impact One, and Abide Network. His hobbies include running, playing golf, and coaching his grandsons' baseball and football teams.Education
FI360
Jan 2017 - Apr 2018
Accredited Investment FiduciaryCannon Institute
Jan 2014 - May 2016
Certified Wealth StrategistClinton High School
Aug 1974 - May 1978
Professional Experience
Illuminate Financial
Sep 1999 - Present
OSJ Compliance - Managing Partner - FounderForesters
Mar 1982 - Sep 1999
Agent/AdvisorThe Blog
September 22, 2021 · Work ExperienceIlluminate Financial Group founder Kirby Spencer McDonald has served on several nonprofit and civic organization boards, including Impact One, a youth-focused organization based in Omaha, Nebraska. Through his company’s charitable arm, Kirby McDonald also has supported the work of the Hope Center...July 31, 2021 · ExerciseKirby Spencer McDonald is the managing partner of Illuminate Financial, a financial planning firm in Nebraska that he started in 1999. In his free time, Kirby McDonald enjoys exercising staying active by biking and running. Exercise is important for physical health, especially to help fight...July 22, 2021 · Youth FrontiersBased in Omaha, Nebraska, Kirby Spencer McDonald is the founder and managing partner of Illuminate Financial, a financial planning firm. Kirby McDonald also supports many local charities and nonprofits, including Abide Network, Embrace the Nations, and Youth Frontiers. In 1987, Joe Cavanaugh...
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