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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

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Lee H

Series 63, Series 65

Liberal, KS

LPL Financial

Lee Harp is a financial advisor at LPL Financial with 28 years of industry experience. He holds Series 63 and Series 65 designations and previously worked for Next Financial Group, Inc. for 21 years. LPL Financial provides advisory and brokerage services to a diverse client base, including individual investors, retirement plan sponsors, institutions, and high-net-worth households. The firm offers a range 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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Mc Kensie H

Series 66

Liberal, KS

Edward Jones

Mc Kensie Hood is a Series 66-licensed financial advisor with Edward Jones, where she has worked since 2019 and has six years of industry experience. Prior to joining Edward Jones, she was involved with Seward County United Way for four years. Outside of her advisory role, Hood is a partner in a real estate venture, Cardone Capital. Edward Jones is a full-service wealth management firm serving individual and institutional clients, including high-net-worth households, pension plans, corporations, and charities. The firm manages over $1 trillion in assets through a nationwide network of more than 23,700 advisors and offers a range of advisory programs and investment solutions.

Retirement plans for business owners (SEP, solo 401k) Business exit / sale strategy Divorce financial planning General retirement planning Wealth management Founder/Business Owner Hispanic/Latino/Latinx
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Colby M

Series 66

Liberal, KS

Edward Jones

Colby Martin is a Series 66 licensed financial advisor with Edward Jones, based in Liberal, Kansas, and has eight years of industry experience. He has been with Edward Jones since 2017, following prior roles at Seaboard Foods, WTAMU Nance Ranch, and Seaman Crop Consulting. 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 solutions supported by a large network of advisors and branch offices nationwide.

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

CFP®, Series 66

Liberal, KS

Edward Jones

Andrew Skinner is a financial advisor at Edward Jones with 12 years of industry experience. He holds the CFP® and Series 66 designations and has been with Edward Jones since 2014. Outside of his advisory role, he is the owner and manager of Northcrest Enterprises, LLC, a real estate business in Liberal, KS. 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 strategies, including discretionary and non-discretionary wrap fee options, separately managed accounts, and affiliated mutual funds, 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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Thomas M

Series 63, Series 66

Liberal, KS

Edward Jones

Thomas Mein is a financial advisor at Edward Jones with Series 63 and Series 66 credentials and 28 years of industry experience. His prior roles include positions at Wells Fargo Clearing and Wachovia Securities, LLC. Outside of finance, Mein is involved in local activities as a football referee and has ownership interests in rental properties and an office building in Liberal, KS. Edward Jones is a full-service wealth management firm serving individual and institutional clients with a wide range of advisory programs and investment solutions supported by a large national network of financial advisors.

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

Series 66

Liberal, KS

Edward Jones

Sarah Miller is a financial advisor with Edward Jones in Liberal, KS, holding a Series 66 credential and 11 years of industry experience. She has been with Edward Jones since 2014. Edward Jones is a full-service 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 financial advisors. The firm manages approximately $1.01 trillion in assets and provides both discretionary and non-discretionary investment options, operating under a fiduciary standard.

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