FINANCIAL ADVISOR, SENIOR DIRECTOR-INVESTMENTS
Aaron has over 25 years’ experience in the investment industry. He develops and implements customized strategies for successful business owners, families, individuals, and institutions, with the objective of protecting and helping to grow wealth over multiple generations. He brings clarity in the face of overwhelming investment choices in ever changing markets.
With client collaboration to define who you are and what is important to you, Aaron employs the resources and leadership of Oppenheimer to plan and shepherd clients through each phase of financial life; wealth accumulation, legacy planning, and retirement.
Wealth planning is determined by your financial needs and goals, and by selecting strategies and investments based on your individual risk parameters, time horizons, and other important factors. Aaron will monitor your portfolio performance over time to help ensure plan adherence, and make adjustments when conditions and life brings change.