Aaron provides client service across all areas and strives to create
impact-driven and meaningful relationships with families.
Born and raised in Madison, WI, Aaron developed a close bond with his uncle, who has Down syndrome. Growing up in a family with a rich history of advocating for and supporting individuals with disabilities, Aaron found great inspiration in this cause. During his senior year of college, he interned at Oak Wealth Advisors in the Madison, WI office, which further fueled his interest. Following his internship, he accepted a full-time associate role with the firm.
In May 2023, Aaron graduated from the University of Wisconsin – Madison with a bachelor’s degree in Personal Finance: Financial Planning. Additionally, he earned a certificate in Disability Rights and Services, demonstrating his commitment to empowering and supporting individuals with disabilities. In 2020, he also earned an Associate of Arts and Sciences degree from UW – Milwaukee at Waukesha. Aaron is currently pursuing additional professional education with the goal of taking the CFP® exam in the spring of 2024. As well, he is actively working on developing his Spanish language proficiency, as he hopes to utilize these skills to make a positive impact on more families across the country.
Outside of the office, Aaron is an avid supporter of Wisconsin sports. He enjoys attending sporting events and passionately supports the Milwaukee Brewers, Bucks, and Green Bay Packers. In his free time, he engages in recreational activities like baseball, basketball, and soccer. Aaron also creates digital illustrations and art, and he has a big interest in sports memorabilia.
We look forward to integrating Aaron into our firm. He can be reached at (608) 690-6444 and at email@example.com