Aaron leverages over 15 years of experience to serve as a knowledgeable Financial Advisor, empowering individuals and corporate clients to pursue their financial goals. He specializes in comprehensive planning and investment management, and he enjoys working through the details and strategies for each client’s unique objectives and circumstances.
He has a bachelor’s degree in business administration from Millersville University, and holds two fiduciary-focused designations: Accredited Investment Fiduciary® (AIF®) and Certified Plan Fiduciary Advisor (CPFA). He also holds his Series 7 and 66 securities licenses through LPL Financial, as well as Life and Health Insurance licenses.
A lifelong resident of York, Aaron is deeply invested in his community, actively volunteering with Junior Achievement of South Central Pennsylvania, serving on the Finance Committee for the Horn Farm Center, and on the supervisory committee for White Rose Credit Union. He enjoys spending time with his wife and three busy sons, working with his hands, spending time outdoors, and reading.