Beatrice Fischer

Civil EIT at Wilson & Company

I have limited knowledge when it comes to finances and maximizing my money, but Aaron has been able to help exponentially in my understanding. His expertise in market trends, investment management, and risk assessment is admirable. He is able to take topics that seem complex or intimidating, break them down for your own situation, and explain why one choice may be better than another with clear, detailed reasoning. I always feel like I can ask him all my questions and never leave a meeting feeling confused or lost. Aaron has a deep understanding of engineers' thinking and communicates financial concepts through numbers, facts, and data, which resonates with me. I'm extremely pleased with the guidance Aaron has provided and feel fortunate to have him as my financial advisor.

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 7614701.1