Focus: Insurance Strategies, Investment Strategies, College Funding Strategies, Business Owners, Group Benefits, Estate Planning, Retirement Income Planning
As a financial services professional, the ability to help people think strategically about their future is a critically important skill. Aaron assists his clients with mapping out a long-term vision, and then systematically approaching that target through annual planning. His practice focuses largely on the needs of business owners, professionals, and their families.
Aaron’s enthusiasm for his work transcends the intellectual challenge of looking at complex financial situations and devising appropriate solutions. “A strong family is foundational to success in every aspect of life,” he says. ”I firmly believe that the products and services I offer strengthen lives and marriages.”
For Aaron, it’s immensely satisfying to know that his work helps clients better prepare for the future. “It’s a pretty noble calling every day to get out of bed and have the opportunity to touch people’s lives in this way,” he says.
Aaron’s commitment to helping others extends beyond the scope of his practice.
He has served as Vice President of the Board of Directors of The Care Center of Oklahoma and of the Phi Kappa Tau fraternity. He and his wife, Jolene, are also very active in Crossings Community Church, in Edmond.
In his free time, Aaron enjoys target and trapshooting, playing golf, and going on trips with his family. Aaron and Jolene reside in Edmond, Oklahoma with their two children.
Check the background of this investment professional on FINRA’s BrokerCheck
1300 N. Walker Suite 200
Oklahoma City, OK 73103