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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 Baby Boomers (Born 1946-1964) Gen X (Born 1965-1980) Life coaching / goal alignment

Top 30 financial advisors of 68 near 47807

Out of 400,000+ nationwide

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Todd D

Series 63, Series 65

Terre Haute, IN

Merrill

Todd Dorman is a Senior Financial Advisor with Merrill Lynch Wealth Management, based in Terre Haute, Indiana. He has been serving clients in the financial services industry since 1986, with a tenure at Merrill Lynch starting in 1999 where he played a key role in opening the Terre Haute office. Todd has also held the position of Resident Director of this office for ten years. Throughout his career, Todd has focused on areas including college education planning, managing new wealth, personal retirement planning, portfolio management, small business strategies, sports and entertainment, tax minimization, and retirement income. He develops cash flow strategies and customized wealth management solutions tailored to clients’ risk tolerance, time horizon, liquidity requirements, investment goals, and associated costs. Todd holds the Personal Investment Advisor (PIA) designation. Todd graduated from Indiana State University with an associate’s degree in Business Management and played varsity tennis there for four years. Prior to his financial advisory career, he worked as a tennis teaching professional. He is involved in the community as an assistant varsity tennis coach at Terre Haute South High School. Todd resides in Terre Haute with his wife, Patty, and they have five daughters and one son. His personal interests include baseball, hiking, tennis, volleyball, and spending time with his family.

College savings (529s, UTMA, etc.) General retirement planning Retirement income strategy Wealth management Tax-loss harvesting
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Jessica L

Series 66

Terre Haute, IN

Edward Jones

Business ownership considerations Business exit / sale strategy Business succession planning General estate planning guidance Retirement income strategy Founder/Business Owner Doctor or Medical Professional Widow/Widower
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John T

Series 66

Terre Haute, IN

Edward Jones

Retirement income strategy General retirement planning Wealth management Business exit / sale strategy General estate planning guidance
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Mark M

CFP®, Series 66

Terre Haute, IN

Edward Jones

Retirement income strategy Charitable giving & philanthropy Wealth management ESG / Sustainable investing Business ownership considerations Founder/Business Owner
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Kyle S

Series 66

Terre Haute, IN

Edward Jones

Retirement income strategy Charitable giving & philanthropy Multi-generational wealth transfer General retirement planning ESG / Sustainable investing Religious/faith focused Values-based investing
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Paul C

Series 66

Terre Haute, IN

Edward Jones

College savings (529s, UTMA, etc.) Retirement income strategy General retirement planning Wealth management
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Tophel S

Series 66

Terre Haute, IN

Merrill

Tophel Secuskie serves as a Resident Director at Merrill, bringing a personalized approach to wealth management. Since beginning his financial services career with Merrill in 2018, he focuses on understanding the various aspects of his clients’ financial lives to craft integrated strategies tailored to their goals. His expertise encompasses college education planning, corporate retirement plan services, divorce transition planning, family wealth management, personal retirement planning, portfolio management, socially responsible investing, and retirement income strategies. Tophel earned a Bachelor's Degree from DePauw University, where he also played defensive end for the football team. He holds the Certified Investment Management Analyst® (CIMA®) designation sponsored by the Investments & Wealth Institute™ at the University of Chicago Booth School of Business. He also maintains professional credentials as a Certified Plan Fiduciary Advisor (CPFA), Personal Investment Advisor (PIA), and Retirement Accredited Financial Advisor (RAFA). Outside of his professional role, Tophel lives in Rockville, Indiana with his wife, Emily, and their two children. He is involved in the community as a coach for the Parke Heritage High School varsity football team and volunteers with the Rockville Youth League. His personal interests include baseball, biking, boating, fishing, football, hiking, hunting, soccer, spending time with family, and traveling.

Wealth management Retirement income strategy General retirement planning ESG / Sustainable investing Charitable giving & philanthropy Parents
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Christina J

Series 66

Terre Haute, IN

Edward Jones

General estate planning guidance Wealth management General retirement planning
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Robert V

Series 63, Series 65

Terre Haute, IN

Merrill

Robert Vickers is a Wealth Management Advisor with Merrill Lynch Wealth Management, specializing in creating customized wealth management strategies for high-net-worth individuals and retirees. He focuses on family wealth management, personal retirement planning, portfolio management services, and retirement income, working closely with clients to develop plans that grow and preserve their wealth. Robert collaborates with clients’ tax and legal advisors to deliver integrated financial strategies and conducts regular reviews to ensure plans adapt to clients’ evolving needs. Robert began his career in financial services in 1991 and joined Merrill Lynch in 1999. He holds the CERTIFIED FINANCIAL PLANNER™ (CFP®) designation and the Personal Investment Advisor (PIA) credential. He earned a bachelor's degree in Finance from Indiana State University. Robert emphasizes building strong client-advisor relationships and leverages Merrill’s extensive resources to provide tailored financial solutions. Outside of his professional role, Robert volunteers with the More Group in Carmel, Indiana, supporting fundraising and activities for Carmel Elementary School. He resides in Carmel with his wife, Bethany, and their four children.

Wealth management Retirement income strategy Income planning Retirement withdrawal strategies Concentrated stock management Retired
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John C

Series 63, Series 65, Series 66

Terre Haute, IN

Spyglass Investment Management

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