Director of Planning
Aaron consults on comprehensive financial plan design and technical topics within Lincoln Financial Advisors Corp. nationally. He is member of Sagemark Consulting Private Wealth Services Advisory team (an internal Lincoln Financial network organization of top planners) in which he provides customized strategies for highly affluent clients. Additionally, he serves as a Business Intelligence Institute Advisory Specialist of Lincoln Financial Advisors Corp., an agribusiness planning specialist and as well as a charitable planning specialist. Annually, he conducts several presentations on estate, charitable and business planning topics company-wide. He co-leads the Estate and Charitable Planning committee for the National Planning Department of Lincoln Financial Advisors Corp. and presents at their Fall Focus, Planning Forum and Peak conferences.
Aaron has a Master’s in Business Administration with a concentration in Finance and Accounting; Bachelors of Science in Marketing, International Business and Spanish; and has worked in the financial services and wealth management industry for over 15 years. In addition, he holds a Chartered Retirement Planning Consultant designation through the College for Financial Planning in Colorado.