Advisor profile

Personalized advice to help you achieve your goals

Your financial goals are unique, and I can help you achieve them. Together, we’ll document your goals, track your progress and adjust to whatever life brings — both the expected and the unexpected. With regular reviews of your goals, anytime access to your investments and digital tools to help you stay on track, we can help you feel more confident, connected and always in control of your financial life.

How to get started
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


  • 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


  • 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


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.