As a Registered Administrative Associate - Aaron is a vital part of our team, working closely alongside Dawn Gordon for over 8 years supporting client meetings and ongoing financial planning implementation and day-to-day service needs. Aaron has extensive technical knowledge from his years in the financial service industry as an Investment Advisor Representative. Aaron has earned FINRA Series 7 and 66 as a Registered Admin.
Outside the office, Aaron enjoys spending time with family and friends, playing guitar, and is an avid fan of basketball and football.