Designations and Licenses

Aaron is a CERTIFIED FINANCIAL PLANNER® professional.

Experience and Education

Aaron partners with high-net-worth individuals and families to deliver customized, goals-based wealth management. With a fiduciary approach and a deep understanding of complex financial planning, he specializes in tax-efficient investing, estate and legacy planning, charitable giving and multi-generational wealth strategies. He is known for his calm, consultative approach and his commitment to serving as a long-term partner in his clients’ financial lives.

Prior to joining Mariner, he held advisory roles at Kayne Anderson Rudnick and Brown Brothers Harriman and began his career in the financial planning group at U.S. Trust. His broad experience enables him to integrate investment strategy with thoughtful estate and tax planning, helping clients navigate significant life events, liquidity planning and wealth transfer with confidence.

Aaron earned his bachelor’s degree in finance and entrepreneurship from the University of Dayton.

Personal Interests

Outside of the office, Aaron enjoys traveling, experimenting with new recipes on his smoker and spending quality time with his wife and daughter. A former coffee shop owner, he is a passionate coffee enthusiast and an avid reader of timeless investment and economic history.

Certified Financial Planner Board of Standards Center for Financial Planning, Inc. owns and licenses the certification marks CFP^®, CERTIFIED FINANCIAL PLANNER^®, and CFP^® (with plaque design) in the United States to Certified Financial Planner Board of Standards, Inc., which authorizes individuals who successfully complete the organization’s initial and ongoing certification requirements to use the certification marks.