- CERTIFIED FINANCIAL PLANNER™
Aaron works with clients providing financial planning and investment advice. He works alongside the other advisors to prepare for meetings and build out financial plans.
Aaron is passionate about helping clients achieve financial peace of mind by helping families and individuals with retirement planning, estate planning, investment planning, and more.
Prior to joining the FSA team, Aaron worked at Charles Schwab, TD Ameritrade, and Merrill Lynch. His experience has shaped how he approaches working with clients; he sits on the same side as the client and puts the client’s interests ahead of his own. Throughout his tenure as an advisor, Aaron worked on developing financial plans and strategies to help clients achieve their unique goals.
Aaron studied political science at Colorado State University and completed his financial planning coursework at Georgetown University.
Outside of work, Aaron enjoys running and hiking with his dog, spending time with friends and family, and staying active. Aaron played Division I golf at Colorado State and still enjoys playing on the weekends. In fact, Aaron and his wife met on the golf course.