Aaron serves as a Wealth Manager, working directly with clients to develop a cohesive strategy to help meet their most complex goals and financial needs. His comprehensive approach solves wealth management issues in the areas of retirement planning, investment management, tax, estate planning, business succession planning, corporate stock option planning, insurance and charitable planning. Aaron will use his many years of financial experience to work with you personally to understand your needs and provide you with a customized plan.
Aaron has been working as an investment advisor since the mid 1990’s providing customized plans for individuals, families and companies. He is strongly committed to a high-quality, high-touch, relationship-oriented approach with his clients and develops unique solutions to their specific needs.
Prior to joining Creative Planning, Aaron was an Investment Consultant at a major national financial company. While at his previous employer, Aaron was recognized with numerous awards, including seven President’s Club awards and two Circle of Champions (top 1%) awards.
Aaron graduated from the University of California, Santa Barbara with a Bachelor of Arts degree in Communication and is currently planning to sit for the Certified Financial Planner™ designation exam in 2018.
In his spare time, Aaron enjoys surfing, snowboarding, music and meeting new and interesting people. He is married to Kara and has two children, Rachel and Jack, who share his fondness for the outdoors, sports, and going to the beach.