Aaron is the CEO and Principle Financial Advisor at Life to Legacy Financial. Having grown up without financial stability and experiencing personal tragedy in his family, his humble upbringing inspired him to help others through the same challenges by offering intentional financial planning.
Aaron takes a diligent approach to his practice by getting to know each of his clients and their family's needs and goals. He understands each client has different goals that require individually tailored plans; there's no one-size-fits-all approach and he leads his practice on this belief. Aaron's passion is fueled by witnessing the progression throughout the various stages of his client's life and being able to guide them financially through each stage. He finds it most rewarding to see clients prioritize their families for the future and see their dreams come to fruition.
Aaron began his career with Northwestern Mutual in Springfield, MO in 2004 building a financial planning practice from the ground up. During his 20 years with the company he set numerous company records, won multiple awards, and developed more leaders than anyone else during that time span. Aaron became a highly sought after speaker, and presenter across the company due to his success developing leaders and creating high performing teams.
Driven by his core values of positivity and family Aaron moved back into a client focused practice and founded Life to Legacy Financial, with a fiduciary focus to deliver an unparalleled experience to clients and their families.
Aaron has since relocated to Paradise Valley, AZ where he now resides with his wife, Lindsay, and 3 children, Hudson, Landry, and Pierson, and their dog, Rio. In his free time, Aaron is at his kid's soccer games year-round, traveling, enjoying time at the golf course, or watching a Kansas City Chiefs game during football season.
www.lifetolegacyfinancial.com
2025/02/2054 分