Aidan serves as a Wealth Manager, working directly with clients to develop and implement comprehensive financial plans, addressing their long-term goals and most complex financial needs.
Aidan specializes in the design and application of financial strategy, focusing heavily upon portfolio construction, tax planning, risk management, retirement, employee benefits, and estate planning.
Aidan has spent his entire career in the financial services industry, and has developed an in-depth knowledge of serving clients with comprehensive wealth management.
Aidan received his bachelor’s degree from the University of Kansas, and is also a CERTIFIED FINANCIAL PLANNER™ professional as designated by the Certified Financial Planner Board of Standards.
In his spare time, Aidan enjoys travel, cooking, playing golf, and spending time with his family.