,CFP®, CDFA®
Aaron specializes in helping individuals, families, business owners, and nonprofit organizations make confident financial decisions. He values building strong relationships with clients and believes that understanding their goals, concerns, and priorities is the foundation of effective financial planning. Aaron is known for his approachable style, thoughtful guidance, and ability to simplify complex financial matters.
Aaron has spent his career helping clients navigate financial and life transitions through comprehensive planning and investment advice. Prior to joining Modera, he founded and led Marathon Wealth Management, where he worked closely with clients while also overseeing the firm’s strategy, operations, compliance, and team development. Aaron and his team recently joined forces with Modera, expanding the resources available to clients while maintaining the personalized service and relationships they value.
In addition to serving clients, Aaron enjoys mentoring advisors and supporting Modera’s continued growth in New York’s Capital Region. He earned a Bachelor of Arts in Psychology from Hobart College and is a CERTIFIED FINANCIAL PLANNER® professional and Certified Divorce Financial Analyst® (CDFA®).
Aaron enjoys spending time with family and friends and leading an active lifestyle. Running is one of his greatest passions, and he also enjoys strength training, golf, skiing, and travel. Aaron and his wife enjoy exploring new places and spending time with their dog, Henry.
How do you feel you help to create impact for clients?
I create impact by helping clients connect their financial decisions to the life they want to live. The numbers matter, but they are only part of the picture. I help clients think through what is changing, what matters most, and how their financial plan can support those priorities.
What do you feel is a strength that you have?
I would say one of my greatest strengths is my ability to connect with people and earn their trust. Clients need to feel heard before they can feel helped. I ask questions, listen carefully, and take the time to understand both the financial details and the personal goals behind them.
When you retire you’re going to…?
I have never been drawn to the idea of retirement. I would rather think of it as realigning my time around the people, places, and activities that matter most. That would likely mean more time with family, more travel, more running, skiing, biking and golf, and staying involved in ways that let me keep learning, contributing, and helping others.
What has been a particularly rewarding moment in your career?
A particularly rewarding moment has been watching clients reach milestones they once viewed as distant or uncertain. Whether it is retiring, selling a business, supporting family, or making a major life change, it is meaningful to see a plan become real. Knowing I played a part in helping them get there is one of the best parts of the work.
CERTIFIED FINANCIAL PLANNER®, Certified Divorce Financial Analyst®
