Aaron provides knowledgeable financial guidance to families and individuals with a specialty in retirement income planning, employer retirement plan benefits, and business succession planning. Hard working and empathetic, Aaron is passionate about helping others to clarify and strategically pursue their financial goals.
Aaron has attained the prestigious CERTIFIED FINANCIAL PLANNER™ certification, one of the most respected financial planning credentials among consumers and a recognized standard of excellence in personal financial planning.
Aaron builds strong, close client relationships with the families and individuals he serves. “I seek to understand them first and discover what they really want out of life, and then help them pursue this. If you can find out what people really want and need, you help them accomplish something great, whether it’s in retirement or in life,” Aaron added.
Aaron earned a Bachelor of Business Administration in Finance from Idaho State University. He considers himself a lifelong learner, always seeking wisdom and discernment and is dedicated to continuing education.
In his spare time, Aaron can often be found exploring the outdoors, perfecting his smoked pulled pork recipe, enjoying a good book, or playing the occasional round of golf. A Blackfoot native, he lives with his wife, Kami, and their two children, Kenzlie and Paxton.
Certified Financial Planner Board of Standards Inc. owns the certification marks CFP®, CERTIFIED FINANCIAL PLANNER™, and in the U.S., which it awards to individuals who successfully complete CFP Board's initial and ongoing certification requirements.