Aaron has provided financial planning and investment management services since 2005. He works closely with executives, business owners, and families to align their personal finances and investments with priorities around cash flow, wealth transfer, philanthropy, as well as income tax and estate tax considerations.

Aaron’s a member of the firm's Investment Committee, assisting in the development and monitorization of the firm’s investment strategy.

He’s also a CERTIFIED FINANCIAL PLANNER™ practitioner and holds a Series 65 securities license from the North American Securities Administrators Association.

• Protecting Liquid Investments in the Face of Interest Rate Hikes (CFMA Building Profits, July 2016)

• Is Your Cash Working for You? Understanding the Competitive Advantage of Cash Management & Internal Treasury
  (American Subcontractors Association Webinar, 2016)
• Is Your Cash Working for You? Understanding the Competitive Advantage of Cash Management & Internal Treasury
  (Viewpoint Users Collaborate Conference, 2015)

• BS, finance, Linfield College