With over 20 years in the financial services industry, Aaron brings a family-first approach to helping everyone he meets achieve optimal financial wellness, grow and protect their wealth. He is dedicated to building solid, long-term plans that are customized to meet the unique and ever-changing needs of all clients, no matter what life circumstances and goals they face.
Originally from the west suburbs of Chicago, Aaron has called central Iowa his home, since 2000. He lives in Grimes, Iowa with his wife (Beth), daughters (McKenna and Delaney), and their beloved dogs (Lola and Bella).
Aaron holds his Series 7 and Series 66 license and is licensed life and health insurance producer. In addition to strategic investment, retirement and estate planning, he also serves as a broker to provide individual and group health insurance plans, as well as being AHIP certified broker offering Medicare Supplement and Medicare Advantage products and support.
Registered Representative and Financial Advisor of Park Avenue Securities LLC (PAS). OSJ: 12345 University Ave., Ste. 200, Clive, IA 50325, (515) 457-1287. Securities products and advisory services offered through PAS, member FINRA, SIPC. Financial Representative of The Guardian Life Insurance Company of America® (Guardian), New York, NY. PAS is an indirect, wholly-owned subsidiary of Guardian. Financial Architects is not an affiliate or subsidiary of PAS or Guardian.