Broker Check

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 was promoted to Wealth Manager in 2019 when Kirsch & Associates merged with Merit Financial and became a partner in the firm at that same time. He supervises the entire client...

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Heather is the Client Development Manager for the Southlake and Frisco offices. She actively works on building relationships with prospects and existing clients, marketing the firm and helping our business grow. Heather loves being...

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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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Chad Lange

Relationship Manager, Insurance Coordinator

770-391-4564

678-867-7060

Chad Lange, CFP®, joined the team in 2015 and has been in the industry for 18 years. He is a Relationship Manager and Insurance Coordinator for Merit assisting the financial advisors to develop and implement financial plans. He...

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Jeneane Kerbow

Front Office Administrator

817-267-9580

817-488-6700

Jeneane joined Kirsch and associates in late March 2020, in the mist of the COVID-19 pandemic. She is the Front Office Administrator for the Southlake office and is responsible for appointment scheduling, preparation for client...

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Jennifer Cox Mann, CFP®, CDFA™

Relationship Manager, Insurance Coordinator

(252) 622-4745

Jennifer Cox Mann is a Relationship Manager and Insurance Coordinator at Merit. Based out of the Alpharetta office, Jennifer brings over 19 years of financial services industry experience to her current role. Jennifer serves as a...

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Kathy Dollar

Client Services Manager

817-267-9480

817-488-6700

Kathy Dollar handles all manner of client requests like updating addresses, changing beneficiaries, creating new accounts, scheduling, and preparing reports for monitoring meetings. She enjoys executing all the tasks necessary in order...

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Sheryl Huffman

Virtual Administrative Assistant

817-267-9480

Sheryl is an experienced administrative assistant with over twenty-five years’ in the fast-paced financial services industry, supporting the management team and assisting a diversified clientele. Over six years of that was...

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