Harry Kirkpatrick, CFP^® Professional, MS, joined NEIRG Wealth Management in 2023 as the firm’s Managing Director, Strategy & Operations. He is responsible for overseeing key office functions, including the firm’s operations and technology, client service, marketing, and compliance. Harry’s role is focused on providing a best-in-class client experience across all facets of NEIRG’s operating model.

Harry has more than 10 years of experience in financial services. Prior to joining the firm, Harry spent six years building and leading sales and financial planning at a nationwide financial planning firm with a specific focus on developing the company’s financial planning philosophy and process. Earlier in his career, Harry worked in a boutique ultra-high net worth advisory firm in Boston, consulting with clients on income tax and estate tax mitigation strategies.

Harry earned his bachelor’s degree and master’s degree from Bentley University. He is a CFP^® Professional.

Away from the office, Harry is a competitive amateur golfer and enjoys spending time with his wife, dog, and cat.