Aaron plays a vital role at Heritage Wealth Advisors by overseeing trade implementation, portfolio monitoring, and rebalancing. As a client portfolio management expert, he serves clients directly as their trusted investment specialist.

Prior to joining Heritage, Aaron worked as a financial advisor. He earned his B.S. in Business Administration with a major in finance from Slippery Rock University. Aaron holds the Series 66 securities license and is working towards the Chartered Financial Analyst (CFA®) designation.

Aaron lives in Pittsburgh, PA, with his wife, their daughter, and dogs, Sophie and CiCi. He enjoys listening to podcasts and playing fantasy football.