Aaron Schomer
Managing Director, Wealth Management
Aaron enjoys using his financial acumen and experience gained over more than 20 years to help people determine the most efficient paths to realize their goals.
Dedicated to building strong relationships, Aaron takes a holistic planning approach to advising clients in the areas of cash flow, retirement, estate and gift, and risk management planning, starting first with understanding their specific objectives and aspirations. His commitment, decisive nature, flexibility, strong core values and desire to continuously improve make him a highly dependable wealth advisor.
Aaron’s passion for helping individuals prepare for a better future led him to become an active contributor with Junior Achievement, fostering work readiness, entrepreneurship and financial literacy in the community.
An avid runner and cyclist, Aaron also finds time to enjoy ice cream.
PROFESSIONAL AFFILIATIONS AND DESIGNATIONS
- CFP®
- Financial Planning Association
- Life and health insurance licenses
EDUCATION
- Bachelor of Arts, accounting (honors), Simpson College
