Aaron joined EP Wealth in 2022, after being part of the Vantage team since 2015. He graduated from Utah Valley University, one of the top financial planning programs in the country. He started his career with one of the leading world financial service firms where he learned the fundamentals of trading, investing, and retirement planning. Later, he joined a northern Utah firm, where he focused on the relationship side of finance by working with individuals on their financial plans. Aaron holds the professional certification of Certified Financial Planner. He is actively involved with all aspects of EP Wealth’s financial process for our clients. Aaron loves being involved in southern Utah’s community. For several years now, Aaron has helped coach the state championship track team at Desert Hills High School. He is also an active member of Southern Utah Estate Planning Council. Aaron is happily married to his beautiful wife Danielle and together they have three very energetic boys.
Utah Valley University, B.A. in Personal Financial Planning