Team Member Details
About Me
Aaron joined Plancorp in late 2025, bringing more than a decade of experience in equity and fixed income markets. Before joining Plancorp, Aaron began his career as a licensed advisor at Merrill Lynch and later advanced into portfolio and block trading at Zacks, where he honed his expertise in market strategy and execution.
Originally from Indiana, Aaron has called Chicago home since 2013. Outside of work, he enjoys basketball, golf, sim-racing, target shooting, and cheering on the Cubs. Aaron and his wife share a passion for music as accomplished violinists and are excited to welcome their first child in the summer.
Originally from Indiana, Aaron has called Chicago home since 2013. Outside of work, he enjoys basketball, golf, sim-racing, target shooting, and cheering on the Cubs. Aaron and his wife share a passion for music as accomplished violinists and are excited to welcome their first child in the summer.
Education
- Indiana University, BA: Economics & EALC
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Recommended Resources
- Financial Planning for High-Net-Worth Divorces: A Practical Guide to Protecting Your Wealth and Your Future
- The Hidden Risks of a Single Stock Concentration—and How to Diversify Wisely
- How to Choose an Executor or Trustee for Your Estate
- How to Pay for Exercising ISOs or NSOs: A Guide to Your Funding Options
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