Aaron began his career as a Financial Advisor at Morgan Stanley and prior to joining RBC Wealth Management worked at MFP Strategies, a boutique independent advisory firm located in Bethlehem, PA, providing investment advisory services, business succession and estate preservation planning strategies to some of the nation's most successful business owning families, institutions and endowments.
Aaron has extensive experience with managing individual investment portfolios on a discretionary basis and providing comprehensive wealth planning to corporate executives and business owning families. He maintains his Series 7, 66, 31, Life and Health Insurance licenses as well as his CERTIFIED FINANCIAL PLANNER™ certification. The multi-year CFP® program entails in-depth courses, training, and comprehensive board examinations in all areas of financial planning including investment analysis, corporate and individual taxation, risk management and insurance, estate and retirement planning.
Aaron graduated from Towson University with a Bachelor's degree in Finance and did his graduate work in Financial Planning through New York University. While earning his degree, Aaron played four years of Division-1 Baseball and was the recipient of the Towson University Tiger Leadership Award for his efforts on and off the baseball field.
Aaron was raised in Sykesville by his amazing parents, Craig and Jackie, and has one sister, Jenna, who is a successful chef. Aaron lives in Easton with his wife, Meggie, who was an All-American lacrosse player at Towson University where they first met. In his spare time, Aaron enjoys spending time with family and friends, collecting wine, working out and playing golf.