Unlike most financial advisors, Aaron did not have an in-person mentor at the outset of his career. In hindsight, that seeming misfortune turned out to be one of his greatest professional blessings as it necessitated that he become a self-taught self-starter. Although he graduated summa cum laude from the University at Albany with a bachelor’s degree in business administration, his education, which continues today, began in earnest later in 2015. It was then that his morning routine was modified such that he was on the living room couch at 5 a.m. each day with a book and a cup of coffee. What initially felt like a desperate race to improve his own financial condition morphed over time into a love for and fascination with macroeconomics, portfolio management, financial planning, and the ability to positively impact the lives of others.

Within three years of reading his first finance book, Benjamin Graham’s The Intelligent Investor, he was leading the investment committee and serving as the sole Portfolio Manager for a Maryland-based advisory firm with more than $500 million in client assets. The lessons he learned have been enduring: handle clients’ money with the same care as you would your own; there is no substitute for hard work; there is intrinsic value in the continuous accumulation of knowledge; and it feels good to do something you love!

He also discovered that reading, while foundational, is no substitute for experience. He now leverages his experience and proficiency in macroeconomic analysis, portfolio construction, risk management, and behavioral coaching in the service of achieving positive long-term outcomes for his clients.

He married his wife, Samantha, in May 2024, and moved to Bozeman, MT before year’s end. Outside of the office, Aaron enjoys staying active and taking advantage of Montana’s topographical wonders, reading (a lot), traveling, and frequenting Bozeman’s comedy scene.