Aaron M. is a financial advisor currently working at SagePoint Financial since November 2020, affiliated with Veater Financial Group. Prior experience includes serving as an LPL Financial Advisor with Veater Financial Group from March 2015 to October 2020 and working in the Transactional Services group at PricewaterhouseCoopers LLP from September 2013 to September 2014, focusing on capital markets and accounting advisory for technology clients. Aaron M. holds a Master of Accounting degree from Brigham Young University, completed in 2013, and a Bachelor's degree in Accounting from the Brigham Young University Marriott School of Business, earned in 2011.
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