Kevin O'Brien

Sr. Quality Assurance Manager at Theorycraft Games

I was introduced to Aaron through a coworker, and I'm very happy to have met him! He's taken on a very complex financial situation that my family has built into over the years and navigated it very well. What stands out about Aaron is his willingness to explain, from a layperson's perspective, all the reasons why financial option A or B might work for you or your family. Even though I've only been working with him on my finances for a short period of time, we have already spent many hours going through every detail. He's been patient with every question that I've asked, and he's taken the time to walk me through each scenario and answer my questions thoroughly along the way.

The testimonial shown from a current client is based on an individual’s experience and may not be representative of the experience of other individuals or customers; is no guarantee of future performance or success. No direct or indirect payment or other compensation is provided to any person for a testimonial or endorsement appearing here. SMRU 7199906.1