St George, Utah Office

-
Aaron focuses his passion for financial planning on his clients. Helping them access the customized financial planning and investment management resources that helps his clients reach their individual goals.
-
Aaron started his career with one of the world’s leading 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 and families on their financial plans.
-
Aaron graduated from Utah Valley University with a B.A. in Personal Financial Planning.
-
Aaron loves being involved in southern Utah’s community. For several years, 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.
Connect with Aaron
WE KEEP YOU INFORMED
You want to achieve success on your terms. We provide the insights and tools you need to be knowledgeable and purposeful stewards of your wealth.
After meeting your RMD, you can...
EP Wealth advisors can help you...
A 529 college savings plan is a simple,...
Providing your kids a college education...