Aaron has over 20 years of experience in financial planning and is a Registered Investment Advisor and LPL Financial Advisor.
Aaron began his career in 1996 with BGS&G Investment Services, Inc. and then continued to CBIZ Financial Solutions, Inc. Throughout his career, he has fulfilled several roles including research, sales assistance, and financial advisor. Aaron joined together with First Peoples in December of 2010 to form First Peoples Wealth Management Services as your Wealth Advisor.
In recognition of his financial expertise and dedication to the principles of sound investing, Aaron has been honored by American Funds by being placed on their All American Team.
As a wealth advisor, Aaron’s expertise includes retirement planning, IRA rollovers, brokerage accounts, tax sheltered savings, life insurance, as well as overall financial planning and reviews.
Check the background of this investment professional on FINRA’s BrokerCheck.