Aaron’s career in financial services began in 2007 with Ameriprise Financial. In 2015, Aaron began working alongside his father at North Star Wealth Strategies** and since then has been Registered Representative with United Planners Financial Services of America.
With his 15-plus years of experience, Aaron provides comprehensive financial planning working closely with clients on their investment management, education planning, and retirement income modeling needs.
Aaron is currently working on his Financial Planning degree at Southern New HampshireUniversity and anticipates graduating later this year. He currently resides in Fort Worth, TX with his wife, Kim, and his two sons, Cooper and Connor. When not at the baseball fields watching his two sons play, he enjoys playing softball, soccer, and spending time with his family.
**North Star Wealth Strategies and United Planners are not affiliated.
