Advisor profile


My approach

Your financial goals are individual, and I can help you achieve them. I take the time to understand what’s truly important to you — whether it’s saving for college, retiring the way you want, making smart investments or anything else. The personalized financial advice I offer can help you prepare for the expected and unexpected things in life. As a result, you can feel more confident, connected and in control of your financial life. With the right financial advice, life can be brilliant.

Areas of focus

  • Retirement Planning Strategies
  • Tax Planning Strategies
  • Investments
  • Retirement Income Strategies
  • Social Security Retirement Benefits
20
Years of Experience
This number may include years as a financial advisor, and/or experience as a registered representative.

Qualifications

  • Certified Financial Planner
  • BFA™ Behavioral Financial Advisor™

Education

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

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.

Community participation

Awards & recognition

  • Five Star Wealth Manager, 2012-2021
  • Ameriprise Client Experience Award, 2020