Senior Vice President–Wealth Management
Financial Advisor
Passionate about delivering quality advice, Aaron has earned the Certified Financial Planner™ (CFP®) certification – the industry standard of excellence for financial planning. In addition to managing investment portfolios, his group focuses on full financial planning - assessing such issues as client income needs, taxes, titling, insurance, gifting, trusts, and all manner of unique family and business situations.
Aaron holds FINRA Series 7 and Series 66 securities licenses, a National Futures Association (NFA) Series 31 license, as well as several state Accident and Health, Life, and Variable Annuity licenses.
Aaron earned his B.A. in philosophy from the University of Utah and has post-graduate certifications from NYU in valuation and corporate finance. He is a student of investment valuation techniques. Aaron splits his time between Springboro, Ohio & Greencastle, Indiana with his wife Cassie and three young stepdaughters: Chanlie, Emmerson, and Hallie; and his two sons: Boede and Dillon. Boede wrestles at Ohio State. Dillon wrestles at Virginia Tech.
**These are the comments of this Financial Advisor only, and not of UBS Financial Services Inc., its subsidiaries or affiliates. No instructions for business transactions or which affect any client's accounts will be accepted through LinkedIn. Communications may be monitored and retained by UBS. All information and comments are provided for current, informational purposes only. See http://www.ubs.com/fas-legal for the full disclosure.**
Senior Vice President–Wealth Management
Financial Advisor
Passionate about delivering quality advice, Aaron has earned the Certified Financial Planner™ (CFP®) certification – the industry standard of excellence for financial planning. In addition to managing investment portfolios, his group focuses on full financial planning - assessing such issues as client income needs, taxes, titling, insurance, gifting, trusts, and all manner of unique family and business situations.
Aaron holds FINRA Series 7 and Series 66 securities licenses, a National Futures Association (NFA) Series 31 license, as well as several state Accident and Health, Life, and Variable Annuity licenses.
Aaron earned his B.A. in philosophy from the University of Utah and has post-graduate certifications from NYU in valuation and corporate finance. He is a student of investment valuation techniques. Aaron splits his time between Springboro, Ohio & Greencastle, Indiana with his wife Cassie and three young stepdaughters: Chanlie, Emmerson, and Hallie; and his two sons: Boede and Dillon. Boede wrestles at Ohio State. Dillon wrestles at Virginia Tech.
**These are the comments of this Financial Advisor only, and not of UBS Financial Services Inc., its subsidiaries or affiliates. No instructions for business transactions or which affect any client's accounts will be accepted through LinkedIn. Communications may be monitored and retained by UBS. All information and comments are provided for current, informational purposes only. See http://www.ubs.com/fas-legal for the full disclosure.**
Client Associate
Vanessa is currently the client liaison for the Dayton branch. Vanessa believes in always answering the phone with a smile. She looks at the positive, no matter the situation and goes above and beyond to find the answer. She truly loves that the office has a family-like atmosphere and appreciates being part of a team that supports each other.
Since starting with UBS in 2007, she worked in operations and is also the technology liaison for the branch.
Vanessa enjoys volunteering with the Military Order of the Purple Heart and takes pride in the fact that the office is passionate about volunteer work in the local community. She lives in Miamisburg and enjoys spending time with her son, Caige and granddaughter, Harper.
Client Associate
Vanessa is currently the client liaison for the Dayton branch. Vanessa believes in always answering the phone with a smile. She looks at the positive, no matter the situation and goes above and beyond to find the answer. She truly loves that the office has a family-like atmosphere and appreciates being part of a team that supports each other.
Since starting with UBS in 2007, she worked in operations and is also the technology liaison for the branch.
Vanessa enjoys volunteering with the Military Order of the Purple Heart and takes pride in the fact that the office is passionate about volunteer work in the local community. She lives in Miamisburg and enjoys spending time with her son, Caige and granddaughter, Harper.
Eligibility is based on quantitative factors and is not necessarily related to the quality of the investment advice. For more information on third party rating methodologies, please visit ubs.com/us/en/designation-disclosures.
Eligibility is based on quantitative factors and is not necessarily related to the quality of the investment advice. For more information on third party rating methodologies, please visit ubs.com/us/en/designation-disclosures.
Email Me
