In joining SCS, Aaron has brought with him sixteen years of experience in the Investment Industry. After earning his MBA from Saint Martin’s University in Lacey, WA, he began his career with Morgan Stanley. Most recently he was the Wealth Manager for Heritage Bank, covering South King and Pierce Counties. Focusing on new business development, asset growth, and most importantly, client satisfaction, Aaron has earned national recognition throughout his career.
He takes pride in helping clients meet and exceed their financial and life goals, specializing in retirement planning, income stream creation, and volatility reduction strategies. Aaron believes trust is paramount in all relationships, and is honored to earn yours. Aaron was born and raised in Texas before moving to the Puget Sound area as a teenager. He and his wife, Christine, live in Puyallup with their three children and two dogs. They love spending time doing anything outdoors, and recently added hiking to their list. Aaron enjoys volunteering at his children’s schools, Habitat for Humanity, and has worked with the Finance and Investment divisions of multiple Non-Profit Organizations.