Kelsey Lieberman

Sr Data Analytics Engineer at KCF Technologies, Inc.

Aaron's engineering background and analytical approach have been invaluable in guiding my financial planning. His broad knowledge, combined with a clear, structured process, made complex decisions easy to understand. Aaron's passion for what he does and his responsive communication made working with him a seamless experience. I highly recommend him for anyone looking for a thoughtful, well-planned financial strategy.

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 7219562.1