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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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Carol J

Series 63, Series 65

Evansville, MN

Thrivent Investment Management

Carol Juul is a financial advisor with Thrivent Investment Management, holding Series 63 and Series 65 credentials and possessing 11 years of industry experience. She has been with Thrivent in various capacities since 2014. Juul serves as a board member of Gardonville Coop, a communication services provider in Central Minnesota. Thrivent Investment Management delivers Dedicated Planning Services to individuals, families, businesses, and nonprofit clients through a network of financial advisors. The firm offers holistic, goal-based analyses and planning that address a broad set of financial topics, while separating planning services from portfolio management.

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Christopher G

Series 66

Brandon, MN

Thrivent Investment Management

Christopher Grieve is a financial advisor with Thrivent Investment Management in Brandon, MN. He holds the Series 66 designation and has two years of industry experience. Prior to joining Thrivent, he worked at Alexandria Motor Company and was involved with the Minnesota DFL Party. Thrivent Investment Management provides Dedicated Planning Services to individuals, families, businesses, and nonprofit clients through a network of Financial Advisors. The firm offers goal-based financial planning that addresses a wide range of topics, with the option to combine planning with managed-account services under a consolidated billing arrangement.

Business ownership considerations
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Marjean O

Series 63, Series 65

Hoffman, MN

Cambridge Investment Research Advisors

Marjean Ossefoort is a financial advisor with Cambridge Investment Research Advisors, holding Series 63 and Series 65 licenses and bringing 18 years of industry experience. She previously worked at Invest Financial Corporation before joining Cambridge in 2017. Outside of her advisory role, she is the owner of Jorgensen Financial Services and serves as a notary. Cambridge Investment Research Advisors serves individual investors, retirement plans, charitable organizations, and pension/profit-sharing plans through a network of independent financial professionals. The firm offers financial planning, portfolio management, and retirement plan advisory services, utilizing multiple account platforms and both discretionary and non-discretionary management approaches.

Retirement income strategy Retirement plans for business owners (SEP, solo 401k) Annuities Retired Founder/Business Owner Executive
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Cory S

Series 63

Evansville, MN

Ameriprise

Cory Seifert is a financial advisor with Ameriprise in Evansville, MN, holding a Series 63 designation and 26 years of industry experience. He has been with Ameriprise and its affiliate since 2005. Outside of his advisory role, he is involved with the Brandon/Evansville Sports Booster Club, which raises funds for local school sports programs. Ameriprise provides retirement-income planning services primarily for individuals nearing or in retirement with significant investable assets, combining research, modeling, and tax-efficiency analysis to deliver tailored recommendation reports. As a large institutional firm, Ameriprise offers a broad range of advisory, brokerage, and insurance solutions through affiliated entities.

Retirement income strategy Income planning Social Security optimization Retirement withdrawal strategies Approaching retirement
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