Aaron has held a passion for analytics and investments since he was young. He realized he wanted to pursue a career in financial services when he was a teenager. Aaron found his calling with investment planning and relates it to fitting puzzle pieces together. He believes investment planning helps simplify the financial lives of his clients by relieving some of the stresses that stem from the complexities of managing their wealth. He finds it rewarding when clients take that “sigh of relief” after a meeting – knowing they have a trusted professional and partner on their side.
Aaron is dedicated to helping clients build, manage, protect, and transfer their wealth across generations. Taking a comprehensive approach, he specializes in financial planning, asset management, estate preservation strategies, and tax mitigation strategies for individuals, families, and business owners.
Aaron cares deeply for his clients, prioritizes trust and candor, and strives to develop relationships with clients that go beyond the numbers. He dedicates time to getting to know clients, both personally and professionally, so he can better understand their motivations. He then uses this knowledge to build comprehensive investment plans to help them meet their objectives and confidently live their lives. As a SmartVestor Pro with Ramsey Solutions, Aaron often refers to Dave Ramsey’s teachings to help clients create financial freedom.
Aaron is a Missouri native and splits time working out of the Fulton and Columbia branch offices. He received a bachelor’s degree in Finance from the University of Missouri – Columbia. To better serve his clients, he committed to furthering his education and earned the CERTIFIED FINANCIAL PLANNER™ professional designation from the American College in 2014.
Aaron and his wife, Michelle, are parents to three beautiful daughters. They enjoy rehabbing homes to help give their community a facelift in their free time. As a family, they enjoy Jeeping and fishing when they have the opportunity. Aaron is an avid Missouri sports fan dedicated to cheering on the Mizzou Tigers, St. Louis Cardinals, and Kansas City Chiefs.
SmartVestor is an advertising and referral service for investing professionals (“SmartVestor Pros”) operated by The Lampo Group, LLC d/b/a Ramsey Solutions (“Ramsey Solutions”). Pursuant to an arrangement between Ramsey Solutions, Smith Moore and this advisor, the advisor pays Ramsey Solutions a flat monthly fee to: (a) be a SmartVestor Pro, (b) advertise services through the SmartVestor website and (c) receive client referrals in the form of an initial introduction to interested consumers who are located in this advisor Pro’s geographic region. Smith Moore does not endorse and is not affiliated with Ramsey Solutions, except with respect to the arrangement described above, and neither Ramsey Solutions nor its agents are officers or employees of Smith Moore. Further, neither Ramsey Solutions nor its agents are authorized to provide investment advice or act in any way on behalf of Smith Moore, except in connections with providing your contact information to this advisor. Working with a SmartVestor Pro does not guarantee investment success, and no assurance can be made that working with a SmartVestor Pro will produce better results than working with a financial professional not affiliated with this program.