Our Team

Professional backgrounds.
Personal backstories.
Get to know our team as we get to know you.

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man and son running

Aaron Cirksena

Founder and CEO

Josh Maly, CMSA®,FPWM™️

COO, CIO

Will Cirksena

Senior Vice President - Retirement Planning

Eric Kelemen

President of Advisory

Matthew Idoux, CFP®

Senior Vice President - Director of Advisory

Josh Johnson

Senior Vice President - Managing Partner

Drew Kinder, CFP®

Vice President - Retirement Planning

Ryan Gray

Vice President - Retirement Planning

Tyler Szczecina

vice president – Retirement Planning

Sam Tucker

vice president – Retirement Planning

Jeremy Jones

Vice President - Retirement Planning

Andrew Zuch

Vice President - Retirement Planning

Matthew Leddy

Vice President - Retirement Planning

Jordan Grow

Vice President - Retirement Planning

Jason Main

Vice President - Retirement Planning

Mike Lovell

vice president – retirement planning

Mike Awwad AAMS®

vice president – retirement planning

Tyler Bosch

Vice President - Retirement Planning

Matthew Taub

Associate Vice President - Retirement Planning

Keith Beggs

Associate Vice President - Retirement Planning

Renee Maly

New Client Concierge

Marissa Brink

Client Service Associate

Strategic Partners

Tucker Hargrove

Estate Planning

Christopher Winans

Tax Planning

Pete Tychsen

President & Founder of Preservation Financial Group

Joe MacMunn

Financial Advisor

Teresa Kuhn, JD, RFC, CSA

president & ceo - living wealthy financial group

Kip Hertzenberg

Hertzenberg Financial LLC President

Paul Nick

CEO - South Texas Financial Group

Zack Seidman

CEO Phase Line Financial

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