Aaron consults on comprehensive financial plan design and technical topics with Lincoln Financial Network advisors nationally. He is a Sagemark Consulting Private Wealth Services Advisory Specialist in which he provides customized strategies for highly affluent clients. Additionally, he serves as a Business Intelligence Institute Advisory Specialist, an agribusiness planning specialist and as well as a charitable planning specialist. Annually, he conducts several presentations on estate, charitable and business planning topics company-wide. He co-leads the Estate and Charitable Planning committee for the National Planning Department and presents at LFN Fall Focus, Planning Forum and Peak conferences.
Aaron has a Master’s in Business Administration with a concentration in Finance and Accounting; Bachelors of Science in Marketing, International Business and Spanish; and has worked in the financial services and wealth management industry for over 15 years. In addition, he holds a Chartered Retirement Planning Consultant designation through the College for Financial Planning in Colorado.
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