Aaron consults on comprehensive financial plan design and technical topics with Lincoln Financial Network advisors nationally. He is a Sagemark Consulting Private Wealth Services1 Advisory Specialist in which he provides customized strategies for highly affluent clients. Additionally, he serves as a Business Intelligence Institute2 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.
1 Sagemark Consulting Private Wealth Services is an internal Lincoln Financial Advisors organization of top planners. 2 Business Intelligence Institute is a Lincoln Financial Advisors initiative focusing on business succession strategies.
Let's explore affiliation options most appropriate for you. We invite your confidential call!
Unless otherwise identified, Associates on this website are registered representatives of Lincoln Financial Advisors Corp. Securities offered through Lincoln Financial Advisors Corp., a broker/dealer. Member SIPC. Investment advisory services offered through Sagemark Consulting, a division of Lincoln Financial Advisors, a registered investment advisor. Insurance offered through Lincoln affiliates and other fine companies and state variations thereof. Lincoln Financial Group is the marketing name for Lincoln National Corporation and its affiliates. Firm disclosure information available at www.LFG.com.
*Associated persons of Lincoln Financial Advisors Corp. who hold a JD and/or CPA license do not offer tax or legal advice on behalf of the firm.