Advisor profile


What you can expect when you work with me

 My purpose is to help you feel confident, connected and in control of your financial life. The right financial advice can help prepare you for whatever life brings – both the expected and the unexpected.

When you work with me, you receive:
  • 1:1 financial advice based on your goals and needs.
  • Personalized recommendations for a diversified portfolio, and solutions to help protect you from uncertainty.
  • Regular meetings to review your goals, progress and investments.
  • Anytime access to your investments and digital tools to help you stay on track.
Ready to learn more? Getting started is as easy as meeting for a complimentary initial consultation whenever it’s convenient for you. Request a consultation
22
Years of Experience
This number may include years as a financial advisor, and/or experience as a registered representative.

Areas of focus

  • Retirement Planning Strategies
  • Tax Planning Strategies
  • Investments
  • Retirement Income Strategies
  • Social Security Retirement Benefits

Qualifications

  • CFP® CERTIFIED FINANCIAL PLANNER™
  • BFA™ Behavioral Financial Advisor
  • APMA™ Accredited Portfolio Management Advisor™
  • Certified Financial Planner

Education

  • Bachelor of Science; Operations Management, Northern Illinois University, 1999
  • Bachelor of Science; Business Management, Northern Illinois University, 1998

Awards & recognition

  • Ascent Financial Partners, Forbes Best-in-State Wealth Management Teams, 2023
  • Ascent Financial Partners, Ameriprise Client Experience Award, 2020-2022
  • Five Star Wealth Manager, 2012-2014, 2016-2023

Honored to receive recognition

I’m honored to announce I’ve received a 2023 Five Star Wealth Manager award! This award recognizes wealth management professionals who provide excellent service to their clients. Many thanks to my colleagues for their continued support, my clients for placing their trust in me, and Five Star Professional for the recognition.

Community participation

Interests

Away from the office, Aaron loves spending time with his wife, Karen, and their two sons: Bennet and Bryson. Aaron enjoys assisting the coaches with the sporting activities the kids are involved in. At his sons’ elementary school, he is actively involved in the Watch D.O.G.S (Dads of Great Students).

When not participating in his community, Aaron has a great passion for cars and car shows. He can also be found lost in a great book; currently reading It Takes What It Takes by Trevor Moawad.