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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

8 advisors near 67301

Out of 400,000+ nationwide

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Gregg W

Series 63, Series 66

Independence, KS

Edward Jones

Gregg Webster is a financial advisor at Edward Jones with 24 years of industry experience. He holds the Series 63 and Series 66 designations and has been with Edward Jones since 2001. Edward Jones is a full-service wealth management firm serving individual and institutional clients across a wide range of segments. The firm manages approximately $1.01 trillion in assets and offers multiple advisory strategies, affiliated mutual funds, and additional services including tax-efficient investing and securities-based lending.

Retirement income strategy General retirement planning Wealth management Retired Founder/Business Owner Executive
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Kendall C

Series 66

Independence, KS

Edward Jones

Kendall Carroll is a financial advisor at Edward Jones with a Series 66 designation and two years of industry experience. Prior to joining Edward Jones, Carroll worked in educational roles including 14 years at USD 446 Independence School District and shorter tenures at Four County Mental Health and USD 445 Coffeyville School District. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients. The firm offers a range of advisory programs and investment solutions, supported by 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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Gavin W

CFP®, Series 66

Independence, KS

Edward Jones

Gavin Webster is a CFP® professional with eight years of experience in the financial industry, currently serving as an advisor at Edward Jones in Independence, KS. His career includes prior roles at Textron Aviation and teaching positions at Baker University. Edward Jones is a full-service wealth management firm with a nationwide network of over 23,700 advisors, serving a broad client base that includes individual, institutional, and charitable clients. The firm offers a range of investment advisory programs and maintains affiliated capabilities such as a trust company and proprietary mutual funds.

Retirement plans for business owners (SEP, solo 401k) College savings (529s, UTMA, etc.) General estate planning guidance General retirement planning Wealth management Retired Founder/Business Owner Executive
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Teresa L

Series 66

Independence, KS

Edward Jones

Teresa Lewis is a Series 66 licensed financial advisor with Edward Jones, where she has worked since 1996. She is based in Independence, KS, and has over 30 years of industry experience. Edward Jones is a full-service wealth management firm serving more than four million individual and institutional clients, including both high-net-worth and non-high-net-worth households. The firm offers a range of advisory programs and investment strategies, managed under a fiduciary standard, and supports clients through 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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Robert M

CFP®, Series 63

Independence, KS

Edward Jones

Robert Miller is a financial advisor at Edward Jones with 43 years of industry experience. He holds the CFP® and Series 63 designations. Prior to joining Edward Jones in 2022, he worked at Wells Fargo Advisors LLC and Wells Fargo Clearing Services LLC from 2009 to 2022. Outside of his advisory role, he owns multiple rental properties and an office building which he rents to Edward Jones. Edward Jones is a full-service wealth management firm serving individual and institutional clients. The firm manages over $1 trillion in assets and offers a range of advisory programs including discretionary and non-discretionary wrap fee strategies, separately managed accounts, and affiliated mutual funds.

Retirement income strategy General retirement planning Wealth management Retirement plans for business owners (SEP, solo 401k) General estate planning guidance Retired Founder/Business Owner Executive
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Jason R

Series 63, Series 66

Independence, KS

Edward Jones

Jason Rutledge is a financial advisor with Edward Jones in Independence, KS, holding Series 63 and Series 66 licenses and 22 years of industry experience. He has been with Edward Jones since 2003. Outside of his advisory role, he owns and manages rental properties, including a home rented to his daughter. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients with a wide range of advisory programs and investment solutions, supported by a large nationwide network of advisors and branch offices.

Retirement plans for business owners (SEP, solo 401k) Charitable giving & philanthropy College savings (529s, UTMA, etc.) General estate planning guidance Wealth management Retired Founder/Business Owner Executive
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Sam H

Series 66

Independence, KS

Edward Jones

Sam Hilger is a financial advisor at Edward Jones in Independence, KS, holding a Series 66 designation with three years of industry experience. Prior to joining Edward Jones in 2022, he held roles at Textron and the University of Kansas Endowment. Outside of finance, he serves as a tennis coach for the USD 446 education system. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients with a range of advisory programs and investment options. The firm is notable for its extensive nationwide advisor and branch network and offers both discretionary and non-discretionary strategies alongside affiliated mutual funds and other financial services.

Retirement income strategy General retirement planning Wealth management General estate planning guidance Engineering Professional
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Matthew Y

Series 66

Independence, KS

Edward Jones

Matthew Ysusi is a financial advisor at Edward Jones in Independence, KS, holding a Series 66 designation with one year of industry experience. Prior to joining Edward Jones, he has been involved with the Tri-County Special Education Interlocal 607 since 2009. Outside of advisory services, he is president of the Class LTD Foundation Board, which manages investments and loans to clients with disabilities, and is a partner in MakeSpace, LLC, a self-storage facility in Chetopa, KS. Edward Jones is a full-service wealth management firm serving more than four million individual and institutional clients with an emphasis on both discretionary and non-discretionary investment strategies. The firm operates under a fiduciary standard and offers a broad range of advisory services supported by a nationwide network of over 23,000 financial advisors.

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