Aaron began his career in finance after graduating from Colorado State University with a Bachelor of Science degree in Psychology. He joined Seamount Financial Group in 2011 after gaining unique exposure to the financial industry through his employment at several regional and national banks. Aaron focuses on retirement transitions and multi-generational planning and specializes in advanced Social Security planning strategies, life insurance design, and education planning.

Aaron is a CERTIFIED FINANCIAL PLANNER^® professional, holds his FINRA Series 7 and Series 66 registrations and is a licensed Life and Health Insurance agent (AZ License #13240775). He is a member of the Financial Planning Association and an active member of his church, volunteering with a number of outreach ministries. Outside of the office, Aaron enjoys spending time with his wife and three sons, golfing, snowboarding, and attending live concerts.

The CFP^® designation is conferred by the Certified Financial Planner Board of Standards, Inc.  To earn the credential, each CFP^® candidate must have a bachelor’s degree (or higher) from an accredited college or university and three years of full-time personal financial planning experience.  In addition, candidates must take the CFP^® Certification examination and complete a CFP^®-board registered program, or hold an accepted designation, degree, or license.  Every two years, CFP^® certificants must complete a minimum of 30 hours of continuing education.  More information regarding the CFP^® can be found at: www.cfp.net.