Our Team

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

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Aaron Cirksena

Founder and CEO

Will Cirksena

Co-Founder and Lead Advisor

Matthew Taub

senior financial advisor

Josh Johnson

senior financial advisor

Ryan Gray

Financial Advisor

Jonathan Leonard


Jordan Grow


Karen Nesmith

Administrative Assistant

Strategic Partners

Christopher Winans

Tax Planning

Tucker Hargrove

Estate Planning

Alex Khassa


Michael Cook

President NGB Financial

Paul Metzler

Communications Director - NGB Financial

Jim Tassoni

ceo The Armor Agency

Matthew Eilers

CEO of Medalist Wealth Management

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