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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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Danielle H

Series 66

Farwell, MI

Fairway Investment Group, LLC

Danielle Haring is an Investment Advisor Representative with Fairway Investment Group, LLC and holds a Series 66 designation. She has one year of industry experience and also works with Paradigm Equities, Inc. and MEA Financial Services. Outside of financial advising, Danielle is a teacher at Clare Public Schools. Fairway Investment Group primarily serves individual clients affiliated with the Michigan Education Association, offering fee-based portfolio management and advisory services through LPL Financial-sponsored programs. The firm uses a tailored investment approach based on client profiles and combines fundamental, technical, and cyclical analysis across its offerings.

Wealth management Real estate investing Passive / index investing Educators, Teachers, and Academics
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Justin C

CFP®, Series 66

Clare, MI

Kingsview Wealth Management, LLC

Justin Cole is a CFP® professional with 14 years of industry experience, all of which have been with Edward Jones since 2012. He holds a Series 66 designation and is based in Clare, MI. Outside of his advisory role, Cole is involved in managing rental properties through an LLC he co-owns with his wife. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients. The firm offers a range of investment strategies and affiliated services, supported by a large network of financial advisors and branch offices nationwide.

College savings (529s, UTMA, etc.) Tax strategies for small businesses Options & derivatives strategies Founder/Business Owner Retired
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Michael J

Series 63, Series 65

Clare, MI

LPL Financial

Michael Johnson is a financial advisor with LPL Financial, holding Series 63 and Series 65 credentials and 31 years of industry experience. His prior roles include positions at The Huntington Investment Company and Huntington National Bank. Outside of finance, he owns Great Lakes Sporting Goods LLC. LPL Financial serves a diverse client base including individual investors, retirement plan sponsors, institutions, and high-net-worth households. The firm offers a wide range of advisory and brokerage services 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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Erin L

ChFC®, Series 66

Clare, MI

Edward Jones

Erin Ludwig is a financial advisor at Edward Jones with eight years of industry experience. She holds the ChFC® and Series 66 designations. Before joining Edward Jones in 2017, she worked at Frontier Communications and Charter Communications. Outside of her advisory role, Ludwig is an assistant coach for elementary girls' basketball and softball with Beal City Youth Sports. Edward Jones is a full-service wealth management firm serving individual and institutional clients with over $1 trillion in assets under management. The firm offers a range of advisory programs, including discretionary and non-discretionary strategies, and provides services such as tax-efficient investing and securities-based lending.

Retirement income strategy Charitable giving & philanthropy General estate planning guidance Multi-generational wealth transfer Retirement withdrawal strategies Retired Founder/Business Owner Executive
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Brianna B

Series 66

Clare, MI

Edward Jones

Brianna Bitzer is a financial advisor with Edward Jones in Mt Pleasant, MI, holding a Series 66 designation and beginning her advisory career in 2025. Prior to joining Edward Jones, she worked at Meijer for 11 years. Outside of her advisory role, she has a joint venture ownership interest in a rental property business but does not manage or spend time on it. Edward Jones is a full-service wealth management firm serving individual and institutional clients, including a broad range of households and organizations. The firm manages approximately $1.01 trillion in assets with a nationwide network of over 23,700 advisors, offering various investment strategies and affiliated financial services under a fiduciary standard.

College savings (529s, UTMA, etc.) General retirement planning Doctor or Medical Professional Engineering Professional Sales Professional Women Professionals
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