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™️

President, COO, CIO, CCO

Eric Kelemen

Chief Revenue Officer

Angele Fox

Chief Marketing Officer

Tara Means

technology director

Barb Barrett

HR Director

Kaylee Vangerpen

Business Operations Director

Will Cirksena

Senior Vice President - Retirement Planning

Matthew Idoux, CFP®

Senior Vice President - Director of Advisory

Josh Johnson

Senior Vice President - Managing Partner

Dayne Lawyer

vice president – retirement planning

Ryan Gray

Vice President - Retirement Planning

Michael MacPherson

Senior Vice President - Director of Advisory

Jeremy Jones

Vice President - Retirement Planning

Jason Main, AWMA®

Vice President - Retirement Planning

Mike Awwad AAMS^®

senior vice president - director of advisory

Mike Lovell

vice president – retirement planning

Delano Ponce

Vice President - Retirement Planning

Andrew Zuch

Vice President - Retirement Planning

Kyle Tessmar

vice president – retirement planning

David Snyder J.D., CLU®

Vice President - Retirement Planning

Tanner Mathis

Recruiting & Onboarding Manager

Patrick Quigley

Vice President - Retirement Planning

Aaron Tyburski

vice president – retirement planning

Ben Cason

vice president – retirement planning

Joseph Morphew

vice president – retirement planning

Lindsey Tummond

vice president – retirement planning

Tim Waller

vice president – retirement planning

Christian Norman

vice president – retirement planning

Troy Reeder, RICP®, CRPC®

vice president – retirement planning

Skyler Otto

vice president – retirement planning

Ryan DeVaughn

vice president – retirement planning

Gregg Indovina

vice president – retirement planning

Gary LoDuca, CFP®, ChFC®, AIF®

vice president – retirement planning

Joshua Stephen

vice president – retirement planning

Marissa Brink

Client Service Associate

Meaghan Maly

Client Experience Specialist

Katie Coon

client onboarding specialist

Margaret Kubayko

Creative & Brand Manager

Alex Mitra

Marketing Operations Manager

Daniela Lileng

Sr. Growth Marketer

Jonathan High

Sales Development Representative

Cameron Smith

Sales Development Representative

Devon Wright

Sales Development Representative

Kenia Moreno

Client Service Representative

Rianna Greenwood

Client Onboarding Specialist

Hallie Miller

Client Onboarding Specialist

Kathy Jaeger

Sr. Process & Systems Specialist

Strategic Partners

Name	Title	Link
Tucker Hargrove	Estate Planning	Read More...

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