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...
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...
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...
Jeneane joined Kirsch and associates in late March 2020, in the mist of the COVID-19 pandemic. She is the Office Administrator for the Southlake office and is responsible for appointment scheduling, preparation for client...
Jennifer Cox Mann, CFP®, CDFA™
Relationship Manager, Insurance Coordinator
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...
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...
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...