Aaron has been passionate about helping clients simplify their financial life since 1994. He prides himself in finding creative ways to help clients pursue their financial objectives. To accomplish this he implements customized financial strategies to help clients reach their long term goals and dreams. Aaron also works closely with clients' families across generations, as well as their CPAs and attorneys to keep all relevant individuals as involved as necessary.


Aaron has been in Arizona since 1989, and graduated from Arizona State University in 1993 with a Bachelor's Degree in Finance. He subsequently graduated with an MBA from University of Phoenix. Aaron is a CERTIFIED FINANCIAL PLANNER^™ certificant, a designation awarded by the Certified Financial Planner Board of Standards, Inc. He also holds the designation of CRPC, Chartered Retirement Planning Counselor.


Aaron is a strong believer in giving back to the community where he lives. He served three years as a member of the Board of Directors for Lura Turner Homes, an Arizona charity providing homes and a dignified life for adults with developmental disabilities.  He is a Foundation Giving Member of the Delta Sigma Pi Leadership Foundation and a member of their Investors Roundtable.  Aaron also is an active distance runner and member of Arizona Road Racers, and a Gold Life Member of the Arizona State University Alumni Association.