Since 2000, Aaron has been in the financial industry helping clients achieve their goals. As an independent advisor, Aaron is committed to putting the unique needs of each client first and is not restricted to recommending particular products. He is free to draw on the variety of choices available from a range of investment and insurance companies to create individualized plans that benefit each client and are in only their best interest.
Aaron helps clients with retirement, investment and income planning. As an Accredited Investment Fiduciary(AIF®) he creates individualized plans that benefit each client and follows the fiduciary standard, which means he will work in only the client’s best interest. He assists clients who are approaching or are in their retirement years and educates them on understanding their big life picture and how to properly plan for retirement. He is also a Chartered Retirement Planning Counselor(CRPC®) awarded by the College for Financial Planning.
Aaron has been married to his wife Steph since 2001. Together they have two boys, Logan and Alex. They attend LCBC church in Manheim. When not spending his time volunteering, coaching or watching his son’s play various sports, he enjoys hunting, fishing and spending time with his family.
Aaron is also a competitive cyclist and has earned many awards in the mountain biking and road racing disciplines. Just as this has taken many years of dedication and training, he uses that same spirit and drive to help his clients achieve their own goals.