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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 291 near 72712

Out of 400,000+ nationwide

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Chris P

CFP®

Bentonville, AR

Pape Financial

Every piece of advice that I offer my clients is based on my own journey along this path. I have owned, operated and exited a successful business. I’ve sat across the table from CPAs and attorneys to craft my own financial and estate plan. My wife and I have ensured our children’s needs will be met if anything happens to us. I have a deep understanding of financial markets that comes from managing my own investments including private offerings. Most financial advisors have strong educational backgrounds and significant experience advising clients, but they have not personally experienced the situations through which they are guiding their HNW clients.

Business ownership considerations Business exit / sale strategy Business succession planning Founder/Business Owner Established Professionals Gen X (Born 1965-1980)
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John M

Series 66

Rogers, AR

Merrill

John McConnell is a Senior Financial Advisor with Merrill Lynch Wealth Management, serving as a key member of the Boskus Group in Rogers, Arkansas. He specializes in portfolio construction and structured products, focusing on cultivating strong client relationships and delivering personalized wealth management strategies tailored to individual goals. John’s approach emphasizes a comprehensive understanding of each client’s financial picture to create flexible strategies adaptable to changing market conditions. He holds a Bachelor of Science degree in Business from the University of Arkansas and a Master of Business Administration from the University of Arkansas Little Rock. John is also a Chartered Retirement Planning Counselor (CRPC) and Personal Investment Advisor (PIA). Prior to his advisory career, he was team captain of the Razorback tennis team during his final two years of college and played tennis professionally for several years. John actively participates in community service, reflecting the Merrill tradition of engagement. Outside of work, he enjoys golf, tennis, and spending time with his family.

Wealth management Active portfolio management
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Richard B

Series 66

Bentonville, AR

Edward Jones

Charitable giving & philanthropy College savings (529s, UTMA, etc.) Equity Recipients (RS/RSU, SOP, ESPP) General estate planning guidance Retirement income strategy
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Stephanie H

Series 66

Rogers, AR

Edward Jones

Divorce financial planning Retirement income strategy Wealth management
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Christian H

Series 66

Bentonville, AR

Edward Jones

Retirement income strategy ESG / Sustainable investing Inheritance planning
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Allison H

ChFC®, Series 66

Rogers, AR

Edward Jones

Retirement income strategy General retirement planning Wealth management General estate planning guidance
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Marjorie R

Series 66

Rogers, AR

Merrill

Marjorie Richesin is a Wealth Management Advisor with Merrill Lynch Wealth Management, bringing extensive experience in financial services dating back to 1988. She began her career as a Corporate Bond Trader and liaison to Morgan Stanley Private Wealth Advisors, and later specialized in Middle Market Taxable Fixed Income at Lehman Brothers and Barclays. Since 2014, she has served as a Financial Advisor, focusing on personal planning and wealth management strategies to assist clients in achieving their financial goals. Marjorie holds a Bachelor of Science degree in Business Management from the State University of New York system. She has earned professional designations including the CERTIFIED FINANCIAL PLANNER™ (CFP®) certification and the Certified Divorce Financial Analyst (CDFA®) designation, qualifications that enhance her ability to support clients with matters such as divorce transition planning, college education planning, tax minimization, and retirement income strategies. She is also a member of the Vistage professional organization. In addition to her professional responsibilities, Marjorie actively participates in community service as a board member of the Ramapo-Bergen Animal Refuge, a no-kill shelter dedicated to animal welfare. She enjoys spending time with her family, engaging in physical fitness, golfing, and other personal interests.

Divorce financial planning Family Business General retirement planning Retirement income strategy Wealth management Parents Women Professionals
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Joseph B

Series 66

Rogers, AR

Merrill

Joseph Boskus is a Wealth Management Advisor with Merrill Lynch Wealth Management. He partners with clients to develop personalized financial strategies that align with their individual goals and adapt to changing market conditions. Joseph leverages investment insights from Merrill along with banking and lending solutions from Bank of America to help clients pursue their wealth management objectives. He holds the professional designations of Certified Private Wealth Advisor (CPWA) and Personal Investment Advisor (PIA). Joseph earned his Bachelor's degree from Xavier University. Committed to community engagement, he dedicates time to volunteering with local organizations, reflecting the Merrill tradition of community participation.

Wealth management
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Craig J

Series 66

Bentonville, AR

Edward Jones

Retirement income strategy Business ownership considerations Retirement plans for business owners (SEP, solo 401k) Wealth management Inheritance planning Founder/Business Owner
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Kathleen V

Series 63, Series 66

Rogers, AR

Merrill

Kathleen Verkamp is a Financial Advisor at Merrill Lynch Wealth Management. She specializes in providing clients with financial solutions tailored to their needs and lifestyles, focusing on investments such as mutual funds, annuities, and insurance to support long-term financial goals. Kathleen began her career as a short-term bond trader for a national broker-dealer and later served as director of strategy and new business development for several startups. After taking time to be a full-time stay-at-home mother to her three children, she returned to the financial services industry to assist clients with investment advice and financial planning. She holds a bachelor's degree in English with a minor in business administration from Xavier University in Cincinnati, Ohio, and holds the Personal Investment Advisor (PIA) designation. Outside of her professional work, Kathleen enjoys golfing, photography, reading, spending time with her family, swimming, traveling, watching movies, writing, and practicing yoga. She is involved in her community through support of Blood Cancer United of Northwest Arkansas.

Annuities College savings (529s, UTMA, etc.)
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