Simplified Financial Advice.

Meet Aaron

As a Wealth Advisor, Aaron aims to help clients build a clear, actionable plan to navigate life’s financial complexities and create a personalized roadmap for their future. By focusing on each client’s unique goals, Aaron helps them make informed decisions and provides the confidence that their financial future is in good hands. Together, they work to turn aspirations into reality—one step at a time. 

Aaron is a CERTIFIED FINANCIAL PLANNER® professional with a Bachelor of Business Administration, concentrating in Trust and Wealth Management, and a Master of Business Administration from Campbell University. He is also a Certified Trust and Fiduciary Advisor (CTFA). Aaron began his career in the financial services industry with Bank of America Private Bank, where he held roles as a Trust Administrative Officer and Private Client Manager. Before joining BMY Wealth Management Group, he served as a Trust Officer at PlainsCapital Bank. 

Aaron is fortunate to be married to his wife, Denise, and together they are the proud parents of twins, Mark and Caroline. Outside of work, Aaron and Denise enjoy serving at their church, but much of Aaron’s spare time is dedicated to attending his children’s sporting events, taking trips to the lake, and enjoying the native strawberries of his hometown, Plant City, FL.