As a wealth advisor, Aaron focuses on the development of strategic investment portfolios, which are tailored to support his clients’ in achieving success over both short and long-term periods. He is passionate about serving high-net worth individuals, next-gen clients and families, and endowments and foundations. Aaron enjoys getting to know his clients and their families beyond their wealth management needs and strives to remove the complexities that coincide with investing.

Outside of the office, Aaron enjoys spending time with his family in the outdoors. Aaron is also a licensed private pilot and takes pleasure in flying around northern Illinois and southern Wisconsin.

History at Bartlett

• Joined Bartlett in 2025
• Over 20 years of industry experience

Education

• University of Pittsburgh, Bachelor of Science in Economics

Certifications and Designations

• Chartered Financial Analyst®
• CERTIFIED FINANCIAL PLANNER® professional