As a Financial Planner, Aaron serves as a liaison between the advisory, financial planning, and operations teams. He also works to develop processes for maintaining and improving the client experience. Aaron’s love for his family and community is reflected in the way he engages with our clients on a personal level. He provides professional financial guidance that is uniquely suited for each client and prides himself on developing simplified solutions for complex situations.
Aaron is a graduate of Auburn University with a bachelor’s degree in business administration. During his tenure within the financial industry, he has held a variety of positions including serving as bank branch manager for four years, and a licensed premier banker for five years. Aaron is a CERTIFIED FINANCIAL PLANNER® Professional, an Accredited Investment Fiduciary®, and holds FINRA Series 7 and 66 securities registrations, and FL 214 license for life and variable insurance. Aaron joined the Addessi Team in 2021 and is a Registered Representative with Commonwealth Financial Network®.
As a third generation Florida native, Aaron has a passion for the local community. He is currently serving as President of the Board for Lighthouse for the Visually Impaired and Blind, is a Board Member for You Thrive Florida (formerly Mid-Florida Community Services), is Deputy Commander for the Civil Air Patrol-Hernando County Composite Squadron, and is an adult volunteer for Trail Life Odessa, Troop FL-2678.
Outside of his professional life, Aaron is supported by his beautiful wife Nichole, and three children, Amelia, Alexander, and Adeline. He is actively involved with his local church and is an avid outdoorsman, who enjoys hunting, fishing, skiing, scuba, and is even a certified airplane pilot.