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 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 Jeremy JonesAssociate Vice President - Retirement Planning Learn More Andrew ZuchVice President - Retirement Planning Learn More Lee HydeVice President - Retirement Planning Learn More Matthew LeddyAssociate Vice President - Retirement Planning Learn More Jordan GrowAssociate Vice President - Retirement Planning Learn More Jim Tassonisenior financial advisor Learn More Matthew TaubAssociate Vice President - Retirement Planning Learn More Keith BeggsAssociate Vice President - Retirement Planning Learn More Tyler BoschAssociate Vice President - Retirement Planning Learn More Renee MalyNew Client Concierge Learn More Marissa BrinkClient Service Associate Learn More Strategic Partners Tucker HargroveEstate Planning Learn More Christopher WinansTax Planning Learn More Joe MacMunnFinancial Advisor Learn More Teresa Kuhn, JD, RFC, CSApresident & ceo - living wealthy financial group Learn More Michael CookPresident NGB Financial Learn More Paul MetzlerCommunications Director - NGB Financial Learn More Kip HertzenbergHertzenberg Financial LLC President Learn More Paul NickCEO - South Texas Financial Group Learn More Charles WinfreySenior Advisor Learn More Zack SeidmanCEO Phase Line Financial Learn More Tony GomesCEO of Advanced Wealth Management Learn More Barry GoldwaterPrincipal and Founder of Goldwater Financial Group Learn More
