Our TeamProfessional backgrounds. Personal backstories. Get to know our team as we get to know you. Aaron CirksenaFounder and CEO Learn More Josh Maly, CMSA®,FPWM™️COO, CIO Learn More Will CirksenaSenior Vice President - Retirement Planning Learn More Eric KelemenPresident of Advisory Learn More Matthew Idoux, CFP®Senior Vice President - Director of Advisory Learn More Josh JohnsonSenior Vice President - Managing Partner Learn More Drew Kinder, CFP®Vice President - Retirement Planning Learn More Ryan GrayVice President - Retirement Planning Learn More Tyler Szczecinavice president – Retirement Planning Learn More Sam Tuckervice president – Retirement Planning Learn More Jeremy JonesVice President - Retirement Planning Learn More Andrew ZuchVice President - Retirement Planning Learn More Matthew LeddyVice President - Retirement Planning Learn More Jordan GrowVice President - Retirement Planning Learn More Jason MainVice President - Retirement Planning Learn More Mike Lovellvice president – retirement planning Learn More Mike Awwad AAMS®vice president – retirement planning Learn More Tyler BoschVice President - Retirement Planning Learn More Matthew TaubAssociate Vice President - Retirement Planning Learn More Keith BeggsAssociate Vice President - Retirement Planning 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 Pete TychsenPresident & Founder of Preservation Financial Group Learn More Joe MacMunnFinancial Advisor Learn More Teresa Kuhn, JD, RFC, CSApresident & ceo - living wealthy financial group Learn More Kip HertzenbergHertzenberg Financial LLC President Learn More Paul NickCEO - South Texas Financial Group Learn More Zack SeidmanCEO Phase Line Financial Learn More
