Our Team

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

man and son running

Aaron Cirksena

Founder and CEO

Josh Maly, CMSA®,FPWM™️

COO, CIO

Eric Kelemen

President of Advisory

Angele Fox

Managing Director, Marketing

Will Cirksena

Senior Vice President - Retirement Planning

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

Jason Main

Vice President - Retirement Planning

Tyler Bosch

Vice President - Retirement Planning

Mike Lovell

vice president – retirement planning

Mike Awwad AAMS^®

vice president – retirement planning

Dayne Lawyer

vice president – retirement planning

Kyle Tessmar

vice president – retirement planning

Jake Peltier

vice president – retirement planning

Tony Bagneschi, CFP® RICP™️

vice president – retirement planning

Matthew Taub

Associate Vice President - Retirement Planning

Barb Barrett

HR Director

Meaghan Maly

Operations Admin

Renee Maly

New Client Concierge

Marissa Brink

Client Service Associate

Strategic Partners

Name	Title	Link
Tucker Hargrove	Estate Planning	Read More...
Christopher Winans	Tax Planning	Read More...

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