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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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Jeffrey H

Series 65

Norton, KS

United Capital Management of Kansas, Inc.

Jeffrey Hardiek is a financial advisor at United Capital Management of Kansas, Inc. with a Series 65 designation and over 35 years of work experience, including long tenure at PrairieLand Electric and roles in the crop insurance industry. He has been with United Capital Management since 2026. United Capital Management of Kansas, Inc. provides financial planning, portfolio management, and fiduciary retirement plan services to individuals, trusts, estates, corporations, and other advisers. The firm employs an active, research-driven investment process to build diversified, multi-asset portfolios tailored to client objectives, and it also serves as a private fund adviser and sponsor with a focus on opportunistic, value-oriented alternative investments.

Wealth management Private / alternative investments Concentrated stock management Options & derivatives strategies Founder/Business Owner Retired
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Philip I

Series 66

Norton, KS

Edward Jones

Philip Isernhagen is a financial advisor at Edward Jones with 15 years of industry experience. He holds the Series 66 designation and has been with Edward Jones since 2010. Based in Norton, KS, he is part of a large network of advisors within the firm. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients, including a wide range of households, pension plans, corporate clients, and charitable organizations. The firm offers various advisory programs and investment strategies, managing approximately $1.01 trillion in assets, supported by a nationwide network of more than 23,000 financial advisors.

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