- Retirement planning
- 401(k) planning, including rollovers
- Education funding
- Investment management
- Wealth accumulation and preservation
- Estate planning strategies
- Life insurance planning
- Long-Term Care planning
Aaron earned his B.A. in Business Communications from Calvin College in Grand Rapids, MI and has been helping individuals pursue their financial goals in the financial services industry since 2003.
Working together, Aaron will help you make the informed decisions, based on your personal objectives, risk tolerance and time horizon.
As a trusted partner of OMNI COMMUNITY CREDIT UNION, Aaron can help you begin your planning or update an existing financial plan. Regardless of where you are in your financial journey, he will provide you with customized guidance along the way to help you pursue your financial goals.
Aaron is a registered representative of Cetera Advisor Networks LLC, Member FINRA/SIPC.