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

Areas of focus

  • Retirement Planning Strategies
  • Tax Planning Strategies
  • Investments
  • Retirement Income Strategies
  • Social Security Retirement Benefits
21
Years of Experience
This number may include years as a financial advisor, and/or experience as a registered representative.

Qualifications

  • CFP® CERTIFIED FINANCIAL PLANNER™ practitioner
  • Certified Financial Planner

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

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

Honored to receive recognition

I’m honored to announce that I have received the Ameriprise Client Experience Award. This status is earned through demonstrated excellence in client service. While it’s my name on this award, it would not have been possible without the continued trust of clients like you and a team that’s dedicated to providing the best possible service.