Profile
“Success is when we resolve a client’s issue, and they feel supported and genuinely happy with the outcome”
George Louca,
3LANE Finance
Kirk Badii is the founder and managing partner of Badii Group Private Wealth Management, a boutique advisory firm serving high-net-worth individuals, entrepreneurs, and multigenerational families. With over 15 years of experience, he is known for crafting sophisticated investment strategies and delivering highly personalized guidance through major liquidity events, succession planning, and long-term wealth preservation.
Badii began his career at Credit Suisse, where he was recognized as the top private banking relationship manager in his class. He went on to become a senior vice president at UBS Private Wealth Management, advising ultra-high-net-worth families and closely held businesses. His decision to establish Badii Group stemmed from a desire to provide a more independent, client-centered experience, combining institutional-grade solutions with an unwavering commitment to service.
Under his leadership, Badii Group has earned multiple accolades, including the “Best of Southlake” award and the Elite Advisor Award from Independent Financial Group for four consecutive years.
A respected industry educator, Badii regularly partners with thought leaders from BlackRock, Envestnet, AssetMark, and Clark Capital to host educational forums on investment strategies and market trends.
Outside the office, he is an avid golfer and a proud member of several Golf Digest Top 100 golf clubs across the country.
550 Reserve Street, Suite 250, Southlake, TX 76092
(310) 846 8362
kirk@badiigroup.com
linkedin.com/in/kirkbadii
BadiiGroup.com
Kirk Badii
Managing Partner
Badii Group Private Wealth Management
Read on
Special Report
Home
Bio
Milestones
Profile
Special Report
Home
Bio
Milestones
Special Report
Home
Bio
Milestones
“I recognise the need to build a stronger brand presence online that differentiates us from the many other brokers and bankers in the market”
George Louca,
3LANE Finance
2009–2012
2012–2018
2018–Present
2023
2025
Credit Suisse Private Bank
2009–
2012
UBS Private Wealth Management
UBS Director’s and President’s Council
2012–
2018
2018–Present: Badii Group Private Wealth Management
2021–2025: Southlake’s Best Investment Manager
2021–2025: Independent Financial Group Elite Advisor
2025: InvestmentNews Best Investment Advisor SW Region
2018–
Present
Achieved PFP designation and entered the President’s Circle, recognizing top national performers
2023
Successfully mentored three advisors to independence and currently leading a team of emerging professionals
2025
Milestones
Milestones
Sept 2021
Feb 2022
Apr 2022
Jul 2022
Aug
2022
Suncorp Bank introduces Solar Home Bonus offer for customers who are choosing renewable energy for their homes
Sept 2021
Month-on-month market share growth commences
Feb 2022
Suncorp Bank wins the Canstar award for most outstanding value in investment loans
Apr 2022
Suncorp Bank wins Money Magazine’s Bank of the Year and Business Bank of the Year awards for the fifth year in a row
Jul 2022
Suncorp Bank’s turnaround times are the lowest they have ever been. The lender becomes Australia’s first certified carbon neutral bank for both its operation and transaction services
Aug 2022
Milestones
One of his most pressing challenges is incorporating a social media presence into the business, which has already been successful in terms of repeat business and referrals.
“I recognise the need to build a stronger brand presence online that differentiates us from the many other brokers and bankers in the market,” he adds. “My focus is on being more active on Instagram, Facebook and LinkedIn, which increases visibility and reinforces our position as a firm that consistently solves problems and delivers results.”
George approaches his work with passion and commitment and excels at solving problems, working closely with clients, and building something meaningful for them and the business.
A people person at heart, he finds satisfaction in making a difference. He often puts in long hours, not out of obligation, but because he cares about the work and the growth of 3LANE Finance.
However, it has been an intricate process to ensure his team are onboard with his vision. Kuhn places importance of explaining his targets and the blueprint to achieve them.
He adds, “The biggest challenge is getting everyone comfortable with the pace that I’m looking for to drive our buildout and growth. How I deal with it is by being open and transparent, and responsive to questions or concerns. This way, everything gets thoroughly discussed and resolved.”
With almost four decades in the industry, Kuhn has developed methods that have consistently delivered. It is why he has been tasked with so many leadership roles and he intends to maintain his focus on creating more success at Westfield Specialty.
“I think I am and have always tried to be methodical. I look at the big picture yet stay focused on executing the different opportunities or plans that I have in front of me. I don’t get emotional or make emotional decisions.”
Chief underwriting officer of executive risk at Chubb
President of financial insurance solutions at Kemper
Chief underwriting officer at Axis Capital
CEO of global Insurance at Endurance
CEO of global Insurance at Sompo International
George and his team attract and keep clients by delivering tangible results and personalising the process. Most of their work comes from referrals or repeat business, reinforcing that they are doing the right thing. He takes the time to understand what each client needs financially and emotionally and treats their challenges like his own.
“If we do our job well, there’s no reason for them to look elsewhere,” he adds. “Success is when we resolve a client’s issue, and they feel supported and genuinely happy with the outcome.”
He is most proud of building the brokerage from a one-person operation to a six-person team in 2025. That growth was never part of his original plan, but the company took on a life of its own thanks to strong demand, repeat business, and steady referrals.
“I see that growth as a direct reflection of the service we’ve delivered and the trust we’ve earned,” George reflects.
3LANE Finance is known for its expertise in securing commercial finance for various clients, including medical professionals, childcare operators, professional services firms, property investors and small business owners.
MPA named George Louca to its prestigious Top Commercial Brokers of 2025 list, recognising his standout performance by total commercial loan volume over FY24.
•
•
•
•
•
Read on
Read on
