Aaron is a Certified Financial Planner™ Practitioner determined to help clients make smart decisions when it comes to all things money. He works side-by-side with clients to develop and implement financial plans enabling them to reach their goals. His passion for financial planning led him to attain a Master of Science Degree in Personal Financial Planning. In addition, he is a Chartered Retirement Planning CounselorSM, Certified Health Savings Adviser, and Accredited Investment Fiduciary.
Aaron enjoys staying active with golf, basketball, tennis, and working out. He spends most of his time with his wife Ashley and son Owen, enjoying quality moments with family and friends. Aaron stays active in the community through raising awareness and funds for Pancreatic Cancer Research and volunteering with Meals on Wheels.
MSPFP, CFP®, CRPC®, CHSA®, AIF®
Associate Director of