Financial Advice that Makes the Complex Simple.
With a focus on continually improving the overall client experience, Aaron is always researching and working with partners to bring new strategies, enhance communications, improve client education and drive transparency for our clients.
Aaron graduated summa cum laude from Creighton University with a Bachelor of Science degree in Finance. He has completed two levels of the CFA® program. Prior to joining Carson Wealth, Aaron was actively involved in his family’s businesses in the agriculture space. Aaron has served Carson Wealth clients as a Wealth Advisor prior to his role as Managing Director. Aaron holds the securities 7 registration with Cetera Advisor Network and the 66 with CWM, LLC.
Spending time with his wife, Jenna, and sons, Madden and Linden, are where you will find Aaron outside of work. In addition to time with family and friends, he enjoys reading, upland game hunting, biking and time on the water. He also has a collection of his favorite board game, Monopoly, with 30+ and counting.
Steak raised on his father-in-law’s farm and fresh off the grill
Best piece of financial advice received:
Focus on the asset side of your balance sheet. Also, during junior high, Aaron read the book, Rich Dad Poor Dad by Robert Kiyosoki and began to truly understand the power of having an investor mindset and mentality instead of a consumer mindset.
“We are what we repeatedly do. Excellence, then, is not an act, but a habit.” – Aristotle
If Aaron could meet anyone, past or present, it would be:
His paternal grandfather who passed way too young. Aaron states that he would love to have a conversation with his grandfather and dad. He has heard so many great things about his grandfather and thinks they would have a lot in common.
Peak Performance Principles of High Achievers by John R. Noe. A successful, self-made businessman, mentor and family friend gave Aaron this book for graduation and he has read and reread it multiple times. Aaron shares that it is out of print but definitely worth finding.
What motivates Aaron:
Do well by doing good; doing something nice for people that may never know and that could never repay you.
Something from Aaron’s bucket list:
Running onto field with the Nebraska Husker football team during “The Tunnel Walk.” 80,000+ screaming fans and only one thought: Don’t fall down. This is every Nebraska boy’s childhood dream…Checked off!
Place Aaron would most like to visit:
China and Dubai