As an independent Wealth Advisor, my goals are simple: to know my clients well, to treat them with respect, and to measure my success by their success. To address those goals, I develop financial plans tailored specifically to the individual needs of each of my clients. I value long-lasting client relationships, and work with them on preparing and passing on their families’ intellectual and financial capital to the next generation.
Aaron grew up in Tulsa, Oklahoma where he attended Holland Hall College Preparatory School and then graduated the University of Kansas in 1993 with a BA in Human Biology. He started his career as a Microbiologist, helping develop and manufacture vaccines. While working and managing three departments at the lab, he decided to go back to school and get his MBA, which led to diving head first in the financial advice field in 2000. He and his wife Margo, who married in 1995, live in Leawood, Kansas. They have a son, Jordan, who attends KU, and follows in the family footsteps of becoming a 4th Generation Jayhawk, after graduating from the Barstow School in Kansas City, Missouri.