Experience

I have nearly 20 years of experience in the financial services industry. Prior to joining UBS Financial Services in 2015, I was a Financial Advisor with Wells Fargo Advisors. My investment philosophy and my team's service model focus on providing individually tailored solutions to each client's unique goals and situations. A lifelong Tulsan, I graduated from the University of Tulsa with both a Bachelor of Arts degree and a Juris Doctor, and I practiced law locally before joining the financial services industry in 1997. My wife, Dana, and I have two daughters, Elise and Allison, and still reside in the Tulsa area. In my free time, I enjoy playing golf, exercising, and travelling with my family.

Aaron provides investment management, wealth planning, banking, and credit services to clients, their related business interests, endowments and foundations. Since 2004, Aaron has strived to provide timely guidance to help clients achieve their individual financial and investment needs and goals.

Aaron believes in being active throughout the Tulsa community. He has volunteered as a Den Leader for the Cub Scouts. He formerly served as a Trustee of Monte Cassino School, a Trustee of the Tulsa Community College Foundation, Chairman of the Salvation Army Boys & Girls Clubs of Metro Tulsa, Advisory Board Member of the Salvation Army of Metro Tulsa, Board Member of the Oklahoma Alliance of the Boys & Girls Clubs, Member of Seedstep Angels, Board Member and Vice President of Finance for Iron Gate, Board Member of the Tulsa Global Alliance, and President of the Tulsa Area Sigma Chi Alumni Chapter.

In his spare time, Aaron enjoys spending time with his wife, Erika, and their three sons:  Henry, Leon and Bode. Aaron also pursues a variety of hobbies, including golf, tennis, skiing, traveling and spending time at the lake.