Aaron was drawn to financial planning after seeing people around him live paycheck to paycheck. He was determined to learn strategies to optimize people’s finances to help change that frustrating cycle.
Aaron joined Market Street in 2015, following three years as a financial planner at another firm. As a very analytical person, he loves building spreadsheets to break down a situation and analyze the best path forward. While that may take more time, he believes digging into the details can lead to changes that make a big difference.
A graduate of Franklin College, Aaron has a B.A. in Finance & Business Management, and he is a CERTIFIED FINANCIAL PLANNER™ (CFP®). He enjoys being able to “put the pieces of the puzzle” together for people who may have a decent understanding of certain aspects of their financial lives, but don’t yet see how everything is interconnected.
From digging deeper into cash flow analysis, to showing them how to protect their family and their wealth with the right insurance, Aaron loves the “gestalt moment” — that “ah-ha” feeling when a recommendation suddenly makes perfect sense.