Managing your finances isn’t as overwhelming when you have the right team by your side. We take time to understand what matters most to you, then work together to provide clear advice and consistent support along the way. With a team approach, shared accountability helps keep things on track. Feel more confident, connected and in control of your financial future.
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Aaron is the Operations Manager for Traction Wealth Advisors. He is a graduate from The Max M. Fisher College of Business at The Ohio State University. He joined our team in April of 2021 and is extremely passionate about client service. Aaron has completed all liscensing requirements to as an Associate Financial Advisor. We look forward to working with you!
ACCREDITED PORTFOLIO MANAGEMENT ADVISOR™
Lisa is the Administrative Assistant for Traction Wealth Advisors. A graduate from The Ohio State University, Lisa brings an extensive knowledge of communication and change management to our team. She joined our team in May of 2022 and is passionate about client service and productivity. We look forward to working with you!
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