Zachary Montpas

Associate Chief Engineer at Lockheed Martin Space

Before I was introduced to Aaron, I had a very limited understanding of financial planning and long term investment strategies. Aaron laid out a step-by-step plan that was catered towards both my engineering career and life goals. He explained concepts that were previously foreign and complex to me in a simple and concise way. He's knowledgeable, friendly, professional, and most of all, he understands engineers. No posturing, no nonsense, just data. I am very pleased with the work Aaron has done thus far and am excited to have him as my financial advisor.

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