Aaron Scholz

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.

Aaron lives in Oak Creek with his wife, Nicole and son Marcel. In his free time, Aaron enjoys traveling and attending sporting events such as Hockey and Baseball games with family and friends. Summers in Wisconsin are always a highlight of his year, focused on spending as much time outside at the pool or exploring different Milwaukee based festivals. Growing up outside of Madison, Aaron is also a proud fan of all Wisconsin Badger Sports. Go Bucky!