Industry Expertise

Practice Focus

Biography

Aaron has worked in financial services since 2005. He’s responsible for coordinating all stages of the financial planning process, including risk assessment, asset allocation, portfolio rebalancing and monitoring, and investment implementation.

Aaron specializes in creating financial plans that help align his clients’ personal and business goals. He has expertise across several industries, including health care and construction. Aaron is also a CERTIFIED FINANCIAL PLANNER™ practitioner.

Selected Publications

  • "Protecting Liquid Investments in the Face of Interest Rate Hikes" (CFMA Building Profits, July 2016)

Selected Speaking Engagements

  • Is Your Cash Working for You? Understanding the Competitive Advantage of Cash Management & Internal Treasury
    (American Subcontractors Association Webinar, 2016)
  • Is Your Cash Working for You? Understanding the Competitive Advantage of Cash Management & Internal Treasury
    (Viewpoint Users Collaborate Conference, 2015)

Education

  • BS, finance, Linfield College