Aaron is a Lead Planner at Facet and a CERTIFIED FINANCIAL PLANNER™ professional with over seven years of experience in the financial industry. Before joining Facet, Aaron served as a financial advisor at a boutique planning firm in Tennessee. Focused on building strong, long-term relationships, Aaron enjoys helping clients identify and achieve their financial goals.
Outside of work, he enjoys spending time with family, traveling, grilling, and being outdoors.
Education: Western Governors University (BS); MBA, Management and Strategy
"Life has no limitations, except the ones you make." - Les Brown
Get to know Aaron
Visiting Taroko National Park in Tawian.
Bluebird for Halloween!
Finally found a way to get him to look at the camera.
What's the coolest thing you're working on right now?
I’m currently studying for my Certified Investment Management Analyst® (CIMA®) certification exam.
If you could visit anywhere in the world you've never been, where would you go?
Tokyo, Japan, might as well stop by Hawaii on my way over.
What are you currently watching on Netflix?
I’m watching lots of kids’ shows with my son while I wait on the final season of Ozark.
What's the best meal you've ever had?
I had a great omakase sushi meal with my wife at Sushi Ishikawa in NYC.