Our TeamProfessional backgrounds. Personal backstories. Get to know our team as we get to know you. Aaron CirksenaFounder and CEO Learn More Josh Maly, CMSA®,FPWM™️COO, CIO Learn More Will CirksenaSenior Vice President - Retirement Planning Learn More Eric KelemenPresident of Advisory Learn More Angele FoxDirector of Marketing Learn More Matthew Idoux, CFP®Senior Vice President - Director of Advisory Learn More Josh JohnsonSenior Vice President - Managing Partner Learn More Drew Kinder, CFP®Vice President - Retirement Planning Learn More Ryan GrayVice President - Retirement Planning Learn More Tyler Szczecinavice president – Retirement Planning Learn More Sam Tuckervice president – Retirement Planning Learn More Jeremy JonesVice President - Retirement Planning Learn More Andrew ZuchVice President - Retirement Planning Learn More Matthew LeddyVice President - Retirement Planning Learn More Jordan GrowVice President - Retirement Planning Learn More Jason MainVice President - Retirement Planning Learn More Mike Lovellvice president – retirement planning Learn More Mike Awwad AAMS®vice president – retirement planning Learn More Tyler BoschVice President - Retirement Planning Learn More Matthew TaubAssociate Vice President - Retirement Planning Learn More Keith BeggsAssociate Vice President - Retirement Planning Learn More Barb BarrettHR Director Learn More Renee MalyNew Client Concierge Learn More Marissa BrinkClient Service Associate Learn More Meaghan MalyOperations Admin Learn More Strategic Partners Tucker HargroveEstate Planning Learn More Christopher WinansTax Planning Learn More Pete TychsenPresident & Founder of Preservation Financial Group Learn More Joe MacMunnFinancial Advisor Learn More Teresa Kuhn, JD, RFC, CSApresident & ceo - living wealthy financial group Learn More Kip HertzenbergHertzenberg Financial LLC President Learn More Paul NickCEO - South Texas Financial Group Learn More Zack SeidmanCEO Phase Line Financial Learn More
