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Kirsch & Associates - Southlake, TX

Call Us: (817) 267-9480

 

Team

 

Joy D. Kirsch founded Kirsch & Associates in 1990 to provide comprehensive financial services to retirees and pre-retirees. When she lost her husband and business partner in 1993, she found a new passion in understanding life-changing...

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Tony Pitzer joined Kirsch & Associates in 2005. He is the supervisory manager of the TruWealth® Process and is highly involved in the retirement distribution planning design...

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Jennifer is a key player at Kirsch and Associates and helps manage the application process for both insurance and financial products. She also assists clients with their account maintenance and customer service issues and has ten years...

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Heather is the Administrative Assistant at Kirsch and Associates and wears many hats at the firm. She schedules client appointments, prepares materials for client meetings, supports the office staff, and keeps the office humming. She...

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Bret Hackett is the most recent addition to the staff of Kirsch & Associates. He brings his passion for helpings clients pursue their life goals to our financial planning team, where he helps to deliver the TruWealth Experience to our...

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Sharon joined Kirsch & Associates in 2017 in the Financial Planning department. Under the direction of Joy, she works with the rest of the team to serve clients through The TruWealth® Process and Concierge Wealth Management...

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