As Wealth Advisor, Aaron works with clients to develop, implement, and monitor tailored financial solutions. He has over 23 years’ experience in the financial services industry and has enjoyed providing truly holistic planning to his clients.
Prior to joining JFS in 2012, he enjoyed a successful career in Wealth and Trust Management with Bank of New York Mellon in Pittsburgh, PA. He is a member of the Financial Planning Association (FPA) and the Estate Planning Council of Pittsburgh. He holds a Bachelor’s Degree in Psychology from Slippery Rock (PA) University and an executive certificate in financial planning from Duquesne University, Pittsburgh. In 2008, he earned the CERTIFIED FINANCIAL PLANNER™ certification.
Away from the office, Aaron enjoys spending time with his wife and daughters and making the most of outdoor activities, including golfing, skiing, camping, and fly fishing.