Advisor profile


Personalized financial and investment strategies

Let me help you build and preserve your wealth with a personalized investment strategy. With my experience providing ongoing financial advice and asset management strategies, I can help you formulate an approach to help strengthen your portfolio’s potential, meet your financial goals and suit your risk tolerance. My goal is to prepare your portfolio to help meet all market conditions, and regularly review and adapt your strategy as your life changes. Using our exclusive Confident Retirement® approach, we’ll work together to help you feel more confident, connected, and in control of your financial life. Want to learn more? I’m happy to meet for a complimentary initial consultation whenever it’s convenient for you. Request a consultation
8
Years of Experience
This number may include years as a financial advisor, and/or experience as a registered representative.

Areas of focus

  • Retirement Plan Distribution
  • Investments
  • Investment Management
  • Cash Flow Management Strategies
  • Charitable Giving

Qualifications

  • Series 63 - Uniform Securities Agent State Law Examination
  • Series 7 - General Securities Representative Examination
  • Series 66 - Uniform Combined State Law Exam
  • SIE - Securities Industry Essentials Exam

Education

  • B.S. Finance, Indiana University, Kelley School of Business, Indianapolis, IN, 2019

Previous experience

  • Financial Advisor, Prudential Financial, 2020
  • Financial Service Professional, Charles Schwab & Co., 2019-2020
  • Financial Advisor Associate, Austin Financial Strategies, 2015-2018

Interests

Aaron is a resident of Indianapolis. He enjoys the outdoors, sports and spending time with his wife, Ashley and their two dogs. He likes to travel, garden, camp and spend time on his boat.