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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 139 near 79703

Out of 400,000+ nationwide

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Nicklaus W

CFP®, Series 66

Odessa, TX

Edward Jones

Retirement plans for business owners (SEP, solo 401k) Business ownership considerations Business succession planning General estate planning guidance Wealth management Founder/Business Owner
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Tina M

Series 66

Odessa, TX

Edward Jones

Retirement plans for business owners (SEP, solo 401k) Business ownership considerations Business exit / sale strategy General retirement planning Founder/Business Owner
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Denise G

Series 66

Odessa, TX

Edward Jones

Retirement plans for business owners (SEP, solo 401k) College savings (529s, UTMA, etc.) Founder/Business Owner Hispanic/Latino/Latinx
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Michael D

CFP®, Series 66

Midland, TX

Edward Jones

Liquidity event planning Business ownership considerations Retirement income strategy Wealth management Founder/Business Owner
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David M

Series 66

Midland, TX

Edward Jones

Retirement plans for business owners (SEP, solo 401k) College savings (529s, UTMA, etc.) Business ownership considerations Retirement income strategy Wealth management Founder/Business Owner
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Thurman J

Series 66

Midland, TX

Edward Jones

Retirement plans for business owners (SEP, solo 401k) College savings (529s, UTMA, etc.) General estate planning guidance Military & Veterans
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Timothy B

Series 63, Series 65

Midland, TX

Merrill

Timothy Bryson is a Senior Financial Advisor at Merrill Lynch Wealth Management, based in Midland, Texas. He has been with Merrill Lynch since March 1986, bringing over 30 years of experience in financial services. Tim is a qualified Portfolio Manager and a Personal Investment Advisor (PIA), specializing in personalized investment strategies that may include individual stocks and bonds, Merrill Lynch model portfolios, and third-party solutions. He provides both traditional financial advice and discretionary portfolio management through the Firm’s Investment Advisory Program. Throughout his career, Tim has focused on understanding each client’s unique needs, concerns, and priorities. His process emphasizes clarity and customization, aiming to deliver strategies that reflect clients’ specific financial goals rather than one-size-fits-all approaches. Tim serves a diverse clientele, often assisting those who seek to preserve wealth and create cross-generational legacy plans. His approach is centered on building strong client relationships and helping clients navigate market fluctuations with informed decision-making. Timothy Bryson earned his High School Diploma from CMR High School. He is committed to a client-focused philosophy that prioritizes individualized service and long-term financial planning consistent with clients’ hopes and dreams.

Wealth management Active portfolio management Multi-generational wealth transfer Financial Professional
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Imari M

Series 66

Midland, TX

Edward Jones

Retirement income strategy General retirement planning Retirement withdrawal strategies Wealth management
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Marissa S

CFP®, Series 66

Odessa, TX

Edward Jones

Retirement plans for business owners (SEP, solo 401k) Business ownership considerations Retirement income strategy General retirement planning Wealth management Founder/Business Owner Oil & Gas
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Cheryl W

Series 63, Series 66

Midland, TX

Edward Jones

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