Aaron is a Licensed Investment Advisor with 20+ years of experience helping individuals, families, and business owners bring clarity and confidence to their financial lives. He helps clients make thoughtful decisions around retirement, investments, and long-term planning — without making the process feel overwhelming or overly complicated.

Known for a practical, personal, and relationship-driven approach, Aaron believes great financial planning starts with understanding what matters most to each client. As a mentor once told him, “We all have an expiration date — the question is, what will you do that matters with the time you have left?” That perspective shapes the way Aaron helps clients build strategies designed to support not just their financial goals, but the life they truly want to create.

Based just outside of Austin, Texas, Aaron serves clients nationwide through a flexible mix of virtual and in-person meetings.

Outside the office, Aaron enjoys traveling, playing golf, and finding just about any excuse to spend time with his wife, Suzanne, and their four kids.

At the end of the day, Aaron’s goal is simple: to help people feel organized, confident, and ready to make the most of whatever comes next.