,CFP®
Aaron specializes in helping retirees, business owners, and emerging wealth owners, particularly in the medical profession, preserve and grow their wealth. He supports them by crafting plans to meet both the expected and unexpected events of life. Aaron is fueled by his passion for making a difference in his clients’ lives, extending beyond numbers and investments to help achieve their financial and non-financial goals.
Aaron has over 13 years of financial services experience. Prior to joining Modera in March 2020, he worked at a small advisory firm in client service and financial planning.
Aaron received a B.A. in economics from Georgia State University. He is also a CERTIFIED FINANCIAL PLANNER® professional and has been a National Association of Personal Financial Advisors (NAPFA) Study Group Leader.
Outside of Modera, Aaron is an avid hockey player, a passion that has taught him the importance of being a good teammate both on and off the ice. He resides in the Atlanta area, where he enjoys spending time with his wife and their children.
What do you value most in your client relationships?
Talking with clients. I really enjoy hearing about both their life and various stories that go along with that.
What sparked your interest in financial planning? What fuels you every day in your work?
The fact that we can make a difference in someone’s life beyond just numbers and investments. That is what fuels me every day in my work.
How do you feel you help to create impact for clients?
By helping them achieve both their financial and non-financial goals.
What do you feel is a strength that you have?
I am detail-oriented but I try to see the big picture as well.
What do you enjoy most about working at Modera?
Working with our great clients and employees!
When you retire you’re going to…?
Read and play hockey if I still can.
Where did you grow up? Where do you live now?
I grew up in the Atlanta area and live there still.
CERTIFIED FINANCIAL PLANNER®
Georgia State University, B.A., Economics
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