Areas of focus
As a Financial Advisor, Aaron helps clients invest with confidence over the long-term by aiming to build relationships grounded in trust, collaboration, education, and respect. With experience in risk management and drawdown mitigation, Aaron is especially focused on guiding clients as they prepare for and navigate retirement.
Background and experience
Aaron began his financial services career in 1991. He has worked at several firms throughout his expansive career including Scudder Investments, MFS Investment Management, Nuveen Investments and WCM Investment Management. Aaron brings decades of experience working with large foundations, endowments, and pension plans across the United States. He has earned the Certified Investment Management Analyst® and Chartered Retirement Plans Specialist® professional certifications in order to serve his clients at a higher level. Aaron obtained a BS in Economics from Oklahoma City University.
Getting to know him
A native of Oklahoma, Aaron now lives in Mason, Ohio with his four children. An avid golfer, Aaron can often be found trying to tame the Heritage Club links or any number of courses in the Tristate area. He also enjoys traveling and cheering on all Oklahoma sports teams.