Upcoming Workshops

Southport Capital offers two different workshops, Maximizing Social Security and Your Dream Retirement. Learn important rules that affect the amount of retirement benefits you collect, as well as strategies for coordinating Social Security with other sources of retirement income!

Maximizing Social Security

When:

October 21, 2021

Bigfork, MT

Cody Kirk, CFP®

Investment Advisor

Kelsey Otis

Administrative Assistant/Client Operations

Cody Kirk, CFP®

Investment Advisor

Cody was born and raised on a horse ranch just outside of Missoula,‬ ‪Montana. At an early age, he was taught the importance of integrity, work‬ ‪ethic, and community. A Montana State University graduate and former football‬ student-athlete, Cody holds a bachelor’s degree in mathematics. He is a CERTIFIED FINANCIAL PLANNER™ professional with a well-grounded process that allows him to serve his clients on a broad range of financial planning topics, from investment planning to risk management to estate planning. Cody and his wife, Sarah, enjoy many of the outdoor activities the great state of Montana has to offer.

Kelsey Otis

Administrative Assistant/Client Operations

Kelsey supports the Bigfork office’s daily operations. She has an extensive background in business and client operations. She is in charge of making sure everything flows smoothly in the Bigfork Office, from paperwork to meeting preparation to distributions to whatever else is needed to support your success!

Kelsey grew up in Northwest Montana. She is a Flathead Valley Community College alum, with an associate degree in business administration. Kelsey, her daughter Taite and their golden retriever Charlie, enjoy everything Northwest Montana has to offer, including; photography, baking, hiking, and fly fishing.

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