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Aaron K

CFP®

Calabasas, CA

Greenup Wealth

Aaron Kirsch is a CERTIFIED FINANCIAL PLANNER™ professional and founding partner of GreenUp Wealth Management. He works primarily with individuals and couples who are approaching or living in retirement, helping them design financial plans that support both long-term security and a fulfilling retirement lifestyle. Aaron began his career in financial services in 2001 at a major Wall Street firm and has since worked with clients across a wide range of life stages, both at large institutions and through his own independent wealth management firm. This experience informs his comprehensive approach to financial planning, which integrates retirement income planning, investment management, tax-aware strategies, risk management, and estate planning considerations. He is the co-author of The Rewarding Retirement Workbook, a resource designed to help people think beyond the mechanics of retirement and focus on how they want to live during this stage of life. Aaron’s work emphasizes aligning financial decisions with personal values, priorities, and legacy goals. Aaron holds himself to fiduciary standards and takes a client-centered approach to planning, helping individuals and families navigate financial decisions with clarity and confidence as they transition into and through retirement.

General retirement planning Retirement income strategy General tax planning Wealth management General estate planning guidance Retired Executive Founder/Business Owner Consultant Self-Employed Approaching retirement Retired Baby Boomers (Born 1946-1964) Gen X (Born 1965-1980) Life coaching / goal alignment

6 advisors near 42642

Out of 400,000+ nationwide

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Chasity Y

Series 66

Columbia, KY

Edward Jones

Chasity Yarberry is a financial advisor at Edward Jones with a Series 66 designation and seven years of experience in the industry. She has been with Edward Jones since 2019 and previously worked at the Commonwealth of Kentucky’s Lake Cumberland State Resort Park from 2013 to 2019. Edward Jones is a full-service wealth management firm serving more than four million individual and institutional clients. The firm offers a range of advisory programs and investment solutions with approximately $1.01 trillion in assets under management, supported by a nationwide network of over 23,700 financial advisors.

Wealth management Tax-loss harvesting Multi-generational wealth transfer Retired Founder/Business Owner Executive
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Joseph W

Series 63, Series 66

Columbia, KY

Edward Jones

Joseph Willis is a financial advisor at Edward Jones in Columbia, KY, with 11 years of industry experience. He has been with Edward Jones since 2017 and previously worked for Stotts-Phelps-McQueary Funeral Home from 2015 to 2017. Willis holds Series 63 and Series 66 credentials. Edward Jones is a full-service wealth management firm serving more than four million individual and institutional clients, including pension plans, corporate clients, and charitable organizations. The firm manages approximately $1.01 trillion in assets and offers a range of advisory strategies through a large network of financial advisors and branch offices nationwide.

Wealth management Tax-loss harvesting Multi-generational wealth transfer Retired Founder/Business Owner Executive
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David S

Series 63, Series 65

Columbia, KY

LPL Financial

David Sever is a financial advisor with LPL Financial in Campbellsville, KY, holding Series 63 and Series 65 credentials and bringing 34 years of industry experience. He has worked at Community Trust Bank and LPL Financial since 2007. Sever serves on the executive, sales, marketing, and risk management committees for Community Trust & Investment Company. LPL Financial provides advisory and brokerage services to a diverse client base including individual investors, retirement plan sponsors, banks, and charities. The firm offers a variety of investment solutions supported by an in-house research team and a large network of investment adviser representatives.

Wealth management Retirement plans for business owners (SEP, solo 401k) College savings (529s, UTMA, etc.) Tax-loss harvesting Founder/Business Owner Retired
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Joshua F

Series 66

Russell Springs, KY

Edward Jones

Joshua Frost is a financial advisor at Edward Jones with a Series 66 credential and one year of industry experience. Prior to joining Edward Jones, he worked for 15 years at Sherwin Williams. Edward Jones is a wealth management firm serving more than four million individual and institutional clients, offering a range of advisory programs and investment strategies supported by a nationwide network of over 23,700 advisors. The firm provides discretionary and non-discretionary wrap fee strategies, separately managed accounts, affiliated mutual funds, and operates under a fiduciary standard.

Retirement plans for business owners (SEP, solo 401k) Wealth management Business Financial Management Founder/Business Owner
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Adam S

Series 63, Series 66

Russell Springs, KY

Edward Jones

Adam Stille is a financial advisor with Edward Jones in Russell Springs, KY, holding Series 63 and Series 66 licenses and over 22 years of industry experience. He has been with Edward Jones since 2005. Outside of his advisory role, he serves as a board member and trustee for the Russell County Public Library and owns a retail business called The Enchanted Olive. Edward Jones is a full-service wealth management firm serving individual and institutional clients, ranging from non-high-net-worth households to corporate and charitable organizations. The firm manages approximately $1.01 trillion in assets and offers a range of investment strategies, including discretionary and non-discretionary wrap fee programs and separately managed accounts, while operating under a fiduciary standard.

Retirement income strategy General retirement planning Wealth management Retired Founder/Business Owner Executive
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Jeffrey B

Series 63, Series 66

Columbia, KY

Edward Jones

Jeffrey Brumett is a financial advisor with Edward Jones in Columbia, KY, holding Series 63 and Series 66 licenses and bringing 14 years of industry experience. He worked at American Fidelity from 2010 to 2020 before joining Edward Jones in 2020. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients, offering a range of advisory programs and investment strategies supported by a large nationwide network of advisors and branch offices.

Wealth management Tax-loss harvesting Multi-generational wealth transfer Retired Founder/Business Owner Executive
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