Hello from Aaron
Since 1998, I have been helping families and small to medium sized companies put together sound long-term financial plans. I specialize in two areas. The first area is 401k and 403b retirement plans and the second is helping individuals with rollovers from these plans.
About half of my career was spent working in a bank setting. In 2011, I decided to open my own independent practice so that I would have more flexibility in offering my services to my clients as well as more control over my business.
In the 401k arena I've managed small start-up plans and plans that have nearly $30,000,000. My individual clients range from smaller education accounts that can be started with as little $25 per month to my larger clients who I help invest more than $2,000,000. I'm a small town, family guy with investment experience that spans over 24 years helping clients large and small.
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I like to spend as much time as possible with my family. I’ve been married since 2005 to my best friend, Heidi. In 2008 my first little girl, Kinzie, was born. Then in 2010 a second little girl named Ryleigh joined our family.