Aaron joined Crux Wealth Advisors at our Long Beach headquarters in 2021 as an Associate Director of Finance. Aaron brings a unique perspective and essential knowledge to our team. He focuses on reporting monthly revenue and expenditures, collecting and reviewing financial information, and producing financial reports for our management team to review.
In addition to Aaron’s extensive understanding of financial trends both internally and with general market patterns, he stands out as a professional through his ability to clearly communicate. Aaron has built long-term effective working relationships, which have carried throughout his career due to his trustworthy and loyal nature. He enjoys sharing his expertise and is energized by helping others. Aaron finds it most rewarding to develop plans and track outcomes, especially when they result in opportunities to assist the business in reaching key goals.
Before joining our team, Aaron gained critical experience as the Senior Accountant for Camp & Co. He earned a bachelor’s degree in Healthcare Administration/Business Administration from California Baptist University.
When I’m not in the office, I love to keep active with a variety of activities. My family is the center of my world, so you can often find me outdoors with friends and family to go camping, hiking, surfing, or even to catch a ball game. I also enjoy volunteer work and helping my church set up on Sunday mornings, and in general, I like spending as much time as possible with my church community and giving back when and where I’m able.