Hope Carlson

Assistant Engineer at Sunny Civil

Prior to working with Aaron, my fiancé and I had limited knowledge on personal finance. Aaron has helped us understand where our money was, where it should be, and how to align it with our financial goals. He also guided us through retirement account rollovers from past jobs and made the process smooth and stress-free. As an engineer, I appreciate how he communicates complex financial concepts in a clear and approachable manner. Aaron is easy to work with, highly responsive, and always open to questions. We look forward to continuing our work with him.

The testimonial shown is from a current client based on their experience and may not be representative of the experience of other individuals or customers; is no guarantee of future performance for success. No direct or indirect payment or other compensation is provided to any person for a testimonial or endorsement appearing here. SMRU 8277067.1