Our Team

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

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man and son running

Aaron Cirksena

Founder and CEO

Josh Maly, CMSA®,FPWM™️

COO, CIO

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

Jeremy Jones

Associate Vice President - Retirement Planning

Andrew Zuch

Vice President - Retirement Planning

Lee Hyde

Vice President - Retirement Planning

Matthew Leddy

Associate Vice President - Retirement Planning

Jordan Grow

Associate Vice President - Retirement Planning

Cody Emerson

Associate Vice President – Retirement Planning

Jim Tassoni

senior financial advisor

Matthew Taub

Associate Vice President - Retirement Planning

Keith Beggs

Associate Vice President - Retirement Planning

Tyler Bosch

Associate Vice President - Retirement Planning

Renee Maly

New Client Concierge

Marissa Brink

Client Service Associate

Strategic Partners

Tucker Hargrove

Estate Planning

Christopher Winans

Tax Planning

Joe MacMunn

Financial Advisor

Teresa Kuhn, JD, RFC, CSA

president & ceo - living wealthy financial group

Michael Cook

President NGB Financial

Paul Metzler

Communications Director - NGB Financial

Kip Hertzenberg

Hertzenberg Financial LLC President

Paul Nick

CEO - South Texas Financial Group

Charles Winfrey

Senior Advisor

John Lipka

CEO/Founder of Lipka Retirement

Matthew Eilers

CEO of Medalist Wealth Management

Zack Seidman

CEO Phase Line Financial

Tony Gomes

CEO of Advanced Wealth Management

Barry Goldwater

Principal and Founder of Goldwater Financial Group

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