Our team is proud to provide a breadth of experience, specialized financial knowledge and elevated level of service to all our clients. We work together to serve your goals and help you meet your financial future with more confidence.
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 is currently training to become an Associate Financial Advisor. We look forward to working with you!
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!
Mia is the Financial Planning Specialist for Traction Wealth Advisors. A graduate of University of Texas, Mia brings strong organizational skills and a meticulous eye for detail. Mia joined our team in 2024 and is ready to help you with all of your financial planning needs. We look forward to working with you!
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