Throughout his career in financial services, Aaron has always put clients’ needs first while focusing on developing long-term relationships with them and their families. His dedication is just as strong today as he guides them on the path to determining their objectives, developing a plan and providing comprehensive solutions.
Aaron takes pride in minimizing clients’ stress by educating them and sharing the most current information available in a way that’s easy to understand. Simplifying complicated financial and tax strategies helps clients feel comfortable moving forward, even with decisions that can be challenging.
Aaron initially joined JMG in 2000, immediately after earning a bachelor’s degree in business administration. He left in 2003, when his wife accepted a job in Florida and the family moved. Aaron kept in contact with the firm throughout the years.
When JMG decided to open an office in Florida, Aaron seized the opportunity to rejoin the firm. He’s glad to be back and is excited about working with many of the same colleagues he remembers from his initial employment. Many of them are still with the firm today.
Aaron has extensive knowledge in retirement planning, income tax planning, estate planning, risk management and investment strategies.
When he’s not working, Aaron enjoys boating and fishing, and spending time with his family.
CPA, Certified Financial Planner®
Master of Science in financial planning – College for Financial Planning
Master of Science in taxation – Florida Atlantic University Bachelor of Science in business administration – Michigan Technological University
Verandah Homeowners Association
St. Stephen Catholic School Advisory Board St. Stephen Catholic Church Finance Committee