With more than 25 years of experience in the financial services industry, Aaron’s primary focus is on wealth planning, portfolio management, and estate planning strategies. He offers financial services to high-net-worth individuals and families, small business owners, retirees, and corporate pension plans. He also focuses on solutions for recently retired employees who have employee stock option plans, concentrating on methods for early retirement without incurring penalties for early withdrawals.
Aaron places great emphasis on understanding each individual’s needs and financial goals. He believes that listening is the key to a good financial relationship with his clients. Aaron develops tailored wealth management strategies designed to manage risk; this is accomplished using relative strength analysis, hedging strategies, and a strict thorough investment process. Aaron is proud to offer direct access to resources of RBC Wealth Management, from a global investment platform, sophisticated investment strategies, and complex lending strategies.
Aaron began his career as a financial advisor at Edward Jones, later moving to Merrill Lynch and J.P. Morgan Securities before joining RBC Wealth Management. He graduated from Missouri State University with a Bachelor of Science degree in biology. Aaron lives in Webster Groves, Missouri, with his son. During his free time, he enjoys coaching his son in baseball, hunting, fishing and playing sports.
