Aaron joined the Financial Reserve team near the end of 2021. He is a Certified Public Accountant (CPA) and has received his Series 7, 24, and 66 licenses with Cambridge Investment Research, as well as life and health licenses.
Prior to joining Financial Reserve, Aaron worked with the accounting firm KPMG, then with Intel’s M&A accounting group, and most recently as the controller of a local Insurtech company. Aaron earned his B.S. and M.S. in accounting from Brigham Young University in Provo, Utah.
Aaron and his wife, Heather, have four children: Aubrey, Ethan, Noah, and Elizabeth. Aaron enjoys spending time with his family, working on house projects, and playing basketball.