As a Senior Wealth Management Associate, Aaron works with our clients to make sure their well-thought-out financial plans are memorialized and achievable. Aaron creates meaningful relationships and utilizes a variety of analytical tools to ensure plans are customized to your specific goals. Aaron will provide continual oversight of your investment portfolio to ensure it remains in alignment with the agreed upon asset allocation targets and objectives. Additionally, he will help monitor your progress in reaching your short and long-term goals.
Aaron graduated with his master’s in business administration from the University of California, Riverside and bachelor’s in international relations from the American Military University. Additionally, Aaron studied Chinese Mandarin at the Defense Language Institute. In 2012, he joined the US Army as a Project Manager leading a team of 15 linguists. He was awarded two Army Commendation Medals for meritorious service, one from the National Security Agency and one from the National Ground Intelligence Center.
THE MOST TREASURED THING I OWN
ONE PIECE OF ADVICE
Disregard the day-to-day noise and focus on building good investment habits.
My hobbies include trail running, web3, and buying old books. I like to think these hobbies balance each other out and encourage me to explore further.