Our TeamProfessional backgrounds. Personal backstories. Get to know our team as we get to know you. Aaron CirksenaFounder and CEO Learn More Josh Maly, FPWM™️COO Learn More Will CirksenaLead Advisor Learn More Matthew Idoux, CFP®director of advisory Learn More Josh Johnsonmanaging partner Learn More Drew Kinder, CFP®senior financial advisor Learn More Ryan GrayFinancial Advisor Learn More Jeremy JonesFinancial Advisor Learn More Andrew ZuchFinancial Advisor Learn More Lee HydeFinancial Advisor Learn More Matthew Leddyfinancial advisor Learn More Jordan Growfinancial advisor Learn More Jim Tassonisenior financial advisor Learn More Matthew Taubsenior financial advisor Learn More Keith BeggsFinancial Advisor Learn More Tyler BoschRetirement Specialist 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 John LipkaCEO/Founder of Lipka Retirement Learn More Matthew EilersCEO of Medalist Wealth Management 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
