Our TeamProfessional backgrounds. Personal backstories. Get to know our team as we get to know you. Aaron CirksenaFounder and CEO Learn More Will CirksenaCo-Founder and Lead Advisor Learn More Matthew Taubsenior financial advisor Learn More Josh Johnsonsenior financial advisor Learn More Ryan GrayFinancial Advisor Learn More Jonathan LeonardAssociate Learn More Jordan GrowAssociate Learn More Karen NesmithAdministrative Assistant Learn More Strategic Partners Christopher WinansTax Planning Learn More Tucker HargroveEstate Planning Learn More Alex KhassaMarketing Learn More Michael CookPresident NGB Financial Learn More Paul MetzlerCommunications Director - NGB Financial Learn More Jim Tassoni ceo The Armor Agency Learn More Matthew EilersCEO of Medalist Wealth Management Learn More