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Aaron K

CFP®

Overland Park, KS

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 148 near 66025

Out of 400,000+ nationwide

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Kaylin D

CFP®

Lawrence, KS

Kaylin Dillon Financial Planning

Hi I'm Kaylin. I specialize in financial planning for couples with prenups, blended families and separate assets. I'm a passionate advocate for making money matters transparent and accessible. 🤝You don't have to choose between planning for your shared future vision and having your own financial goals. I started my career at Morgan Stanley in 2012 where I was a Financial Advisor and Portfolio Manager. I started Kaylin Dillon Financial Planning in 2021 driven by a desire to modernize financial planning for couples with prenups, blended families, and separate assets. Ongoing Planning and Investment Management for couples with: ⚖️ Prenuptial agreements 👨‍👩‍👧‍👦 Blended families 💵 Separate assets One-time Plan and Prenup Prep service for: 💍 Engaged couples 💒 Newlyweds

Newlywed/Engaged Married/Couples/Partners Gen Y/Millennials (Born 1980-1995)
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Kevin M

CFP®, Series 63, Series 66

Shawnee, KS

Edward Jones

College savings (529s, UTMA, etc.) General estate planning guidance Multi-generational wealth transfer Retirement income strategy General retirement planning
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Peter C

Series 66

Gardner, KS

Edward Jones

Retirement income strategy Equity Recipients (RS/RSU, SOP, ESPP) Charitable giving & philanthropy General estate planning guidance Wealth management
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Kyle B

Series 66

Eudora, KS

Edward Jones

Retirement income strategy General retirement planning Business exit / sale strategy Business succession planning Multi-generational wealth transfer
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Connie L

Series 66

Olathe, KS

Edward Jones

Divorce financial planning Retirement income strategy General retirement planning Doctor or Medical Professional
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Amy P

CFP®, Series 66

Olathe, KS

Edward Jones

College savings (529s, UTMA, etc.) General estate planning guidance Retirement income strategy General retirement planning
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Derek O

Series 66

Lawrence, KS

Edward Jones

Retirement income strategy General retirement planning Wealth management Inheritance planning Business ownership considerations Founder/Business Owner
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Matthew V

Series 66

Lawrence, KS

Edward Jones

Retirement plans for business owners (SEP, solo 401k) Charitable giving & philanthropy College savings (529s, UTMA, etc.) General estate planning guidance General retirement planning
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Travis V

Series 66

Olathe, KS

Edward Jones

Retirement income strategy General retirement planning General estate planning guidance Multi-generational wealth transfer Founder/Business Owner Intergenerational Families
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Hardeep K

Series 63, Series 66

Shawnee, KS

Merrill

Hardeep Kaur is a Senior Financial Advisor at Merrill Lynch Wealth Management, bringing extensive experience in the financial services industry. With over 30 years of professional background, she combines a deep understanding of market cycles with first-hand knowledge of family business operations to deliver tailored financial guidance and strategic solutions. Her practice focuses on a planning-based approach to help accomplished clients pursue their long-term goals, including corporate executives, business owners, physicians, attorneys, and individuals managing complex wealth situations such as concentrated stock positions and executive compensation. Before joining Merrill, Hardeep worked in institutional finance for 15 years, holding director-level positions at multiple firms. She holds a Bachelor's degree in International Business from Hofstra University and an MBA with a specialization in Finance from Baruch College. Her professional designations include CERTIFIED PLAN FIDUCIARY ADVISOR (CPFA), Personal Investment Advisor (PIA), and Retirement Accredited Financial Advisor (RAFA). Fluent in English, Hindi, and Punjabi, she is equipped to serve a diverse client base. Outside of her advisory role, Hardeep and her husband are actively involved in community service. She serves on the board of TAARA, an organization dedicated to rescuing and empowering survivors of sex trafficking, while her husband participates with Bonnie Brae, a New Jersey school and residential community for at-risk boys and families in crisis. Her personal interests include hiking, pickleball, reading, table tennis, tennis, and traveling.

Concentrated stock management Wealth management Exec comp design Business ownership considerations General retirement planning Executive Founder/Business Owner Doctor or Medical Professional Attorney Established Professionals Women Professionals Women's Finance Divorced Women LGBTQIA
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