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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 47 near 77474

Out of 400,000+ nationwide

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Kevin H

Series 66

Brookshire, TX

Edward Jones

Retirement plans for business owners (SEP, solo 401k) College savings (529s, UTMA, etc.) Equity Recipients (RS/RSU, SOP, ESPP) General retirement planning
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Mark H

Series 66

Fulshear, TX

Edward Jones

Retirement income strategy General retirement planning College savings (529s, UTMA, etc.) Wealth management Military & Veterans Newlywed/Engaged
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Samuel A

Series 63, Series 65

Brookshire, TX

Merrill

Samuel Ayers is a Senior Financial Advisor with Merrill Lynch Wealth Management. In his role, he focuses on connecting clients to the people, plans, and processes that align with their unique ambitions and financial goals. Ayers specializes in helping clients plan for significant life events, such as funding their children’s educations, preparing for retirement, and managing potential healthcare costs. He works closely with clients to develop personalized strategies aimed at achieving long-term family objectives, emphasizing simplicity and transparency throughout the wealth planning process. He holds a Bachelor’s Degree from Texas A and maintains the Personal Investment Advisor (PIA) professional designation. As a Merrill advisor, his approach centers on integrating all aspects of a client’s financial life to prioritize and pursue the goals that matter most to them.

College savings (529s, UTMA, etc.) General retirement planning Medicare planning Wealth management
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Cameron K

Series 66

Sealy, TX

Edward Jones

Retirement income strategy General retirement planning Wealth management Business exit / sale strategy General estate planning guidance
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Kent B

Series 63, Series 66

Fulshear, TX

Edward Jones

Retirement income strategy Multi-generational wealth transfer Wealth management ESG / Sustainable investing Charitable giving & philanthropy Religious/faith focused Values-based investing
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Matthew C

Series 66

Fulshear, TX

Fidelity

Matthew Comer is Vice President and Financial Consultant at Fidelity Investments, where he has been employed since 2000. He specializes in assisting clients and their families with tax efficient investing, retirement savings, income planning, and wealth transfer strategies. His role focuses on helping clients work toward their financial goals throughout different life stages. Matthew has held the position of Vice President, Financial Consultant since 2012, following 12 years as a Senior Investment Representative at Fidelity Investments. He holds insurance licenses in Arkansas and California.

Income planning Retirement income strategy General retirement planning General tax planning Multi-generational wealth transfer
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Kyle M

Series 66

Bellville, TX

Edward Jones

General retirement planning ESG / Sustainable investing Wealth management
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Kinsley S

Series 66

Brookshire, TX

Fidelity

Kinsley Simons is a Planning Consultant at Fidelity Investments. In this role, Kinsley collaborates with Financial Consultants and clients to develop financial plans that support clients in working toward their financial goals, while ensuring a quality client experience. Kinsley began their career at Fidelity Investments as a Relationship Manager in 2025 before transitioning to the Planning Consultant position later that year. This experience has provided Kinsley with insights into client relationship management and financial planning processes.

General retirement planning
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Sean R

CFP®, Series 66

Fulshear, TX

Fidelity

Sean Roberts is Vice President and Financial Consultant at Fidelity Investments, a position he has held since 2026. He has been with Fidelity Investments since 2019, progressing through roles including Financial Consultant, Investment Consultant, and Relationship Manager. Prior to joining Fidelity, Sean worked as a Financial Advisor at Roberts Wealth Management, Link Investment Services, and Edward Jones from 2013 to 2019. Sean partners with clients to customize, build, and execute financial plans tailored to their unique needs. He holds an Arkansas Insurance License, which supports his work in providing comprehensive financial advice. Outside of his professional role, Sean enjoys fishing, football, outdoor adventures, parenthood, reading, and traveling.

Wealth management
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Logan B

Series 63, Series 66

Fulshear, TX

Fidelity

Logan Baxter is a Planning Consultant at Fidelity Investments, where he engages in financial planning conversations with clients to help them understand their financial picture and pursue their life goals. He joined Fidelity Investments in 2022 and has held roles including Central Relationship Manager and currently serves as a Planning Consultant since 2023. Prior to joining Fidelity, Logan worked as a Registered Representative at Equitable Advisors in 2022. His professional experience encompasses client relationship management and financial planning, contributing to his ability to support clients in achieving their financial objectives. Logan's career progression reflects his commitment to the financial services industry and client engagement. Outside of his professional responsibilities, Logan enjoys activities such as family activities, fishing, reading, tennis, and writing.

General retirement planning Income planning Cash flow / budgeting
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