Aaron is a CFP® with over 20 years of experience helping clients with their Wealth Management needs. He works with high-net-worth business owners, executives, professionals, and families — covering income tax planning, estate planning, complex estate design, cash flow planning, gifting strategies, and tax-efficient investing.
Aaron grew up in the Des Moines area and received his B.S. in Accounting from Simpson College. Outside of work, you'll find him biking, running, spending time with his kids and grandkids, and cheering on the Iowa Hawkeyes.
Aaron will be available at the reunion Thursday and Friday for one-on-one conversations. Slots are 1 hour — see below to grab yours.
Click any open slot to book it. Your name will show publicly so Aaron knows who he's meeting — nothing private here. These are 1-hour blocks.