Aspire Wealth Advisors
Company

Aspire Wealth Advisors

Financial Services 1250 Wood Branch Park Drive 5 employees
Employees
5
Contacts
2
Emails
2
Phones
1

Aspire Wealth Advisors Overview

Headquarters
1250 Wood Branch Park Drive
Industry
Financial Services
Employees
5
NAICS
Finance and Insurance
Monetary Authorities-Central Bank
Keywords

About Aspire Wealth Advisors

We believe that all people have their own, unique aspirations. We seek first to know who you love, how you want to care for them, and the life you aspire to live. From there, we create and implement a financial plan centered around who and what are most important to you. When a client chooses to work with us, they know that they’re not alone. Our goal is to cultivate meaningful relationships and serve our client’s families across multiple generations. We are all invested in your success, and we look forward to partnering with you. Jimmy Siegel and David Higgins, founding partners of Aspire Wealth Advisors, have been with Northwestern Mutual since 2007 & 2010. Jimmy & David formed Aspire Wealth Advisors in 2019 with the purpose of building a firm that delivers a “boutique” financial planning experience alongside the financial strength of a Fortune 100 financial institution. Aspire Wealth Advisors provides all financial planning and asset management services turn-key and in-house, because we know that our clients value simplicity in their lives without sacrificing results. Aspire Wealth Advisors Team: Jimmy Siegel – Partner, Wealth Management Advisor David Higgins – Partner, Wealth Management Advisor Allison Smith - Director of Operations Zach Alaoui – Director of Financial Planning Trent Boyance – Associate Wealth Management Advisor Monica Lopez – Client Service Administrator Brooke Gibson – Director of Client Relations and Marketing Danna Ghannam - Associate Financial Representative Kendall Jackson- Financial Planning Analyst Grace Hall - Financial Planning Associate

Aspire Wealth Advisors Contact Details

People in AeroLeads
3
With contact data
2
Email contacts
2
66.7% coverage
Phone contacts
1
33.3% coverage

Aspire Wealth Advisors Org Chart

Sample employees and titles
Name Title Contact
Jimmy Siegel, Cfp®, Chsnc®, Cltc Co-founder - Aspire Wealth Advisors
Email Phone
Kendall Jackson Financial Planning Analyst at Aspire Wealth Advisors
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Grace Hall, Cfp® Financial Planner - Stewardship & Values-based Approach - Oklahoma State Alumni
Email

Employees by Management Level

Individual contributor 2 profiles
Executive 1 profile

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