Aaron is a CERTIFIED FINANCIAL PLANNER® professional at Nicholas Wealth Management and holds the Series 7 and 66 securities licenses and life, health, and variable insurance licenses.
Aaron helps clients work toward their retirement dreams through a holistic financial strategy. Aaron has built financial plans for a variety of families and individuals such as teachers, business owners, and professional athletes. He has a Bachelor’s Degree in Finance with a concentration in investment management from the University of Alabama.
For almost a decade, he has developed an in-demand set of skills that have helped him solve a wide variety of financial concerns. Aaron also focuses in advanced estate and tax planning, and he has experience with alternative investments and a variety of different asset allocation strategies. Aaron uses his experience and knowledge to aim to help retirees and pre-retirees optimize their hard-earned money.
Aaron attends Passion City Church in Atlanta with his wife, Kelsey, and their two children, Alina and Carter. Along with involvement in his home church, he is deeply involved in the community with various organizations. He also takes time to mentor and train up-and-coming financial advisors. When Aaron isn’t helping clients achieve their retirement goals, he likes to hike, travel, and play golf. Not to mention he is a huge Atlanta sports fan!
