Aaron helps us maintain the high level of service we provide to our clients. Knowledgeable and responsive, he provides timely, accurate and meaningful answers to our clients’ questions and makes sure their needs are always his greatest priority. He fosters close relationships with the families and individuals we serve and helps to ensure that they receive a high level of attention and support.
He also manages a wide range of administrative matters, from account maintenance and service requests to our client communications. Empathetic and detail-oriented, his goal is to always make working with us easy and effortless.
Aaron utilizes his compassion, attention to detail and dependable nature to ensure clients are provided a high level of dedicated service. He has been in the financial field since 2010, earning a bachelor’s degree in business from Concordia University. Throughout his career, he has held multiple positions in the financial sector.
Originally from DeForest, Wisconsin, Aaron lives in South Milwaukee with his wife, Nicole. In his free time, Aaron enjoys spending time with family, friends, and his dog Monte. Summers in Wisconsin are always a highlight to his year, focused on traveling, attending sporting events and boating on Lake Michigan. Growing up outside of Madison, Aaron also is a proud fan of all Wisconsin Badger Sports. Go Bucky!
Raymond James is not affiliated with the above organizations and/or charitable causes.