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As a Wealth Manager, Aaron loves to help clients reach their financial goals by knowing them like family. That personal relationship matters more than selling a financial product like most representatives or brokers have to do. Aaron has more than 20 years experience in offering personal financial advice to clients including insurance (life, LTC, P&C), investments, retirement plans, college funding and estate planning. Starting out as a bank based insurance agent after college graduation, Aaron gained experience in the financial industry by managing bank offices before embarking on his investment career at Charles Schwab. After 5 years of helping high net worth investors he moved to a full service broker role at Raymond James & Associates. When the financial crisis hit in 2008-2009 Aaron realized that the brokerage industry was not working in the best interest of their clients and decided to make a move to an independent advisory firm with LJI. Now he serves clients in a true fiduciary role enabling him to cater to every client’s needs without the conflict of interest inherent at every brokerage firm.
Aaron is a constant volunteer and has been involved in numerous organizations including Big Brothers, Joy’s House, Christ the King Catholic Church & School, Sertoma, Financial Planning Association of Greater Indiana, Delta Tau Delta Fraternity, Ball State Alumni Association, Broad Ripple Village Association, Bishop Chatard High School and coaching youth sports teams such as softball, baseball and basketball.
Aaron is married with 2 children and lives in the Broad Ripple area. He enjoys travelling to see clients, playing golf and constantly learning about the financial planning industry.