Aaron utilizes his experience in financial planning and investment management to help clients establish personalized financial strategies. He explains concepts thoroughly and simply, and always keeps clients informed about new ideas and trends. He is a Chartered Retirement Planning Counselor℠ professional from the College of Financial Planning, which is a designation that requires rigorous training in the areas of retirement planning, investment management, insurance, tax planning*, and estate planning. Aaron began his career working in global supply chain management. After six years of global corporate experience evaluating and selecting companies to source material for new product developments in automotive and semiconductor, he found his true passion in helping individuals and families plan for what is most important to them. Aaron earned his MBA from the Madden School of Business at Le Moyne College. 

Aside from the academic achievements, Aaron was a two-time captain and D2 National Champion for the Dolphins lacrosse team. He went on to represent Ireland’s National Lacrosse team, currently is an active Board Member, and proud dual citizen.

Aaron and his wife, Annie, reside in Syracuse, NY and are the very proud parents of 2 beautiful girls; Rowan and Finley.