Aaron McFarland

Aaron has provided financial planning and investment management services since 2005. He works closely with executives, business owners, and families to align their personal finances and investments with priorities around cash flow, wealth transfer, philanthropy, as well as income tax and estate tax considerations.

Aaron’s a member of the firm's Investment Committee, assisting in the development and monitorization of the firm’s investment strategy.

He’s also a CERTIFIED FINANCIAL PLANNER™ practitioner and holds a Series 65 securities license from the North American Securities Administrators Association.