Aaron Timmons, Wealth Advisor

Aaron Timmons, CIMA®

Senior Wealth Consultant

Overland Park, KS

Omaha, NE

St. Louis, MO

Eagan, MN

Brookfield, WI

As a senior wealth consultant, Aaron focuses on new business development. He works with individuals, families, foundations and institutions to match them with the advisory team best suited to help them achieve their long-term goals. Aaron maintains a particular focus on enhancing the firm’s referral program. 

Aaron has more than a decade of experience in the financial services industry. Prior to joining the firm, he was a senior regional sales specialist with Ivy Investments, where he worked with wirehouse and independent advisors to find solutions for their clients. Aaron began his career in financial services helping more than 600 clients achieve their financial goals as an advisor with Edward Jones. He also served in the 1/41 Infantry unit of the United States Army and completed multiple tours around the world. 

Aaron has a bachelor’s degree in finance from Georgia State University. He has passed the Series 7 and 66 exams and is a member of the Investment Management Consultants Association, having earned the Certified Investment Management Analyst® designation.