Designations and Licenses

Aaron is a CERTIFIED FINANCIAL PLANNER® professional. He holds health, life and variable insurance licenses.

Experience and Education

Aaron creates customized wealth management solutions for his clients, often integrating trust services or estate planning, personal insurance solutions and retirement planning.  

Prior to joining Mariner, he was a partner, vice president and financial planning consultant at HK Financial Services (HKFS).  

Aaron has a Bachelor of Arts degree in economics with a minor in business management from St. John’s University. He also has a master’s degree in financial services from American College.

Personal Interests

Aaron enjoys spending time with family and friends. During the summer months, he looks forward to camping with his wife and two children, golfing, fishing, running and being outdoors. As the fall and winter months approach, he finds time for hunting, ice fishing, and coaching his son’s hockey team. A personal favorite pastime of Aaron’s is to relax with others around a quiet campfire.

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.