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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

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George P

CFP®, Series 63, Series 65

Wayne, NE

D.H. Hill Advisors, Inc.

George Phelps is a CFP® with over 51 years of industry experience. He has been with D.H. Hill Advisors, Inc. since 2014 and also operates George Phelps Financial Consultant. D.H. Hill Advisors provides financial planning and portfolio management to individuals, employer-sponsored retirement plans, foundations, and other institutional clients. The firm offers a range of services including discretionary and non-discretionary investment management, national account servicing, and access to alternative investments, using both active and passive strategies alongside tax-management techniques.

Wealth management Tax-loss harvesting Retirement plans for business owners (SEP, solo 401k) Business exit / sale strategy Charitable giving tax strategies Founder/Business Owner Executive
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Justin D

Series 66

Wayne, NE

Ameriprise

Justin Davis is a financial advisor with Ameriprise in Wayne, Nebraska, holding a Series 66 designation and 13 years of industry experience. He has been with Ameriprise and its affiliated entities since 2012. Outside of his advisory role, he serves as a board member of the Wayne Area Economic Development Chamber and as vice-president of Wayne Community Schools. Ameriprise offers a retirement-income planning service aimed at individuals approaching or in retirement who meet specific asset criteria, providing detailed recommendation reports that incorporate research, modeling, and tax-efficient strategies. The firm delivers these services through a centralized consulting team, combining algorithmic automation with advisor input, and offers a broad range of advisory, brokerage, and insurance solutions.

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

Series 63, Series 66

Wayne, NE

LPL Financial

Rodney Hunke is a financial advisor with LPL Financial in Wayne, Nebraska, holding Series 63 and Series 66 licenses and 33 years of industry experience. He has worked at Elkhorn Valley Bank & Trust and LPL Financial since 2015. Outside of his advisory role, he is involved as an agent for fixed annuities with United Life Insurance Co. LPL Financial provides advisory and brokerage services to a diverse client base, including individual investors, retirement plans, institutions, and high-net-worth households. The firm offers a variety of investment solutions supported by an in-house research team and combines large-scale advisory operations with non-advisory product offerings such as insurance and annuities.

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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Isaac D

Series 63, Series 65

Wayne, NE

Ameriprise

Isaac Deichmann is a financial advisor with Ameriprise in Wayne, Nebraska, holding Series 63 and Series 65 licenses and having three years of industry experience. Prior to joining Ameriprise in 2021, he worked at Black Cow Fat Pig for three years. He is also involved with Bedrock Holdings, where he serves as a Registered Team Member and Client Service Specialist. Ameriprise offers a retirement-income planning service focused on individuals approaching or in retirement with significant investable assets, combining research and modeling to deliver tailored, non-discretionary recommendations. The firm provides 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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Craig W

Series 63, Series 65

Wayne, NE

Ameriprise

Craig Walling is a financial advisor with Ameriprise in Wayne, Nebraska, holding Series 63 and Series 65 licenses and bringing 27 years of industry experience. He has been with Ameriprise and its affiliates since 2005. Outside of his advisory role, Walling serves as Treasurer on the Board of Directors for Journey Christian Church and as a Board Member and Treasurer for TeamMates of Wayne. Ameriprise provides retirement-income planning services primarily for individuals with significant investable assets, combining research, modeling, and tax-efficiency strategies to support clients approaching or in retirement. The firm offers a broad range of advisory, brokerage, and insurance solutions typical of a large institutional provider.

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

Series 66

Wayne, NE

Ameriprise

Michaela Lammers is a financial advisor with Ameriprise in Wayne, Nebraska, holding a Series 66 designation and four years of industry experience. Prior to joining Ameriprise in 2017, she worked at Brookdale Senior Living and Yankton Medical Clinic. She is also involved with Bedrock Holdings in Norfolk, Nebraska, where she provides financial advising and client services. Ameriprise offers a retirement-income planning service targeting individuals approaching or in retirement with substantial investable assets. The firm combines research, modeling, and tax-efficiency analysis to deliver written recommendation reports, primarily focusing on Ameriprise-managed accounts.

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

Series 63, Series 65

Wayne, NE

LPL Financial

Rictor Wilson is a financial advisor with LPL Financial, holding Series 63 and Series 65 credentials and bringing 37 years of industry experience. His prior experience includes more than three decades at Waddell & Reed, Inc. and various insurance carriers associated with W & R Insurance Agencies. LPL Financial provides advisory and brokerage services to a diverse client base, including individual investors, retirement plan sponsors, institutions, charities, and high-net-worth households. The firm offers a range of financial planning and investment management solutions 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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Michael V

Series 66

Wayne, NE

Edward Jones

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Kenneth M

Series 63, Series 66

Wayne, NE

Edward Jones

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