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 a B.S. in Business Administration with a concentration in finance from Slippery Rock University and holds a Series 66 securities license.

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