Andy Neufeld, P.E.

Professional Mechanical Engineer at Envista Forensics

A few years back, around the time of COVID shutdowns, I went through a career transition. Aaron found me on LinkedIn and offered to help me with investing my 401K savings from my previous company. At first I was skeptical. I hadn't had a financial advisor before and I was worried Aaron was some sort of con artist out to steal my life savings. Boy was I wrong! It took months for Aaron to earn my trust. We had many conversations where Aaron proved is knowledge, competence, and care about my financial goals. Aaron was willing and able to show me all the data analytics that his company used to make investment decisions and was able to propose and explain several different investment options to me so that I could decide what I thought would best align with my goals and risk tolerance. I also went to other financial firms and advisors to compare their suggestions and offers with Aaron. My engineering background compelled me to put together several spreadsheets so I could calculate out and compare how each company's offers would stack up over the lifetime of my investment. I made the decision to work with Aaron, and since then I have not regretted my decision to trust Aaron with my long-term finances. Aaron is professional, genuine, and trustworthy. I would recommend him to anyone that wants a transparent, no-nonsense approach to managing/building their long-term wealth portfolio.

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 8212635.1