As a Wealth Manager, Aaron loves to help clients reach their financial goals by knowing them like family. That personal relationship matters more than selling a financial product like most representatives or brokers have to do. Aaron has more than 20 years experience in offering personal financial advice to clients including insurance (life, LTC, P&C), investments, retirement plans, college funding and estate planning. Starting out as a bank based insurance agent after college graduation, Aaron gained experience in the financial industry by managing bank offices before embarking on his investment career at Charles Schwab. After 5 years of helping high net worth investors he moved to a