Designations and Licenses

Aaron is a CERTIFIED FINANCIAL PLANNER™ professional.

Experience and Education

Aaron provides customized wealth management solutions to clients to help them achieve their goals. Prior to joining Mariner, he was an advisor at Kayne Anderson Rudnick. Prior to that, he was an advisor at Brown Brothers Harriman and also worked at US Trust as a wealth strategies analyst in the wealth planning group.

He has a bachelor’s degree in finance and entrepreneurship from the University of Dayton.

Personal Interests

In his free time, Aaron enjoys playing tennis, traveling and spending quality time with his friends and family.