Designations and Licenses

Aaron is a CERTIFIED FINANCIAL PLANNING™ professional. He holds health, life and variable insurance licenses.

Experience and Education

Aaron creates customized wealth management solutions for his clients, often integrating trust services or estate planning, personal insurance solutions and retirement planning.  

Prior to joining Mariner, he was a partner, vice president and financial planning consultant at HK Financial Services (HKFS).  

Aaron has a Bachelor of Arts degree in economics with a minor in business management from St. John’s University. He also has a master’s degree in financial services from American College.

Personal Interests

Aaron enjoys spending time with family and friends. During the summer months, he looks forward to camping with his wife and two children, golfing, fishing, running and being outdoors. As the fall and winter months approach, he finds time for hunting, ice fishing, and coaching his son’s hockey team. A personal favorite pastime of Aaron’s is to relax with others around a quiet campfire.