“There’s nothing like coming home. After having lived out of state for 14 years, I realized that Maine is where my heart is. And now having this opportunity to work for an organization as compassionate and family friendly as Pension Professionals, it makes the homecoming even sweeter. I feel honored to be part of this gifted crew that prudently listens to the hopes and dreams of our clients, and then turns those dreams into reality.”
Aaron’s addition to Pension Professionals is the perfect complement to an already skilled advisory team. His diverse management experience in banking and finance serves him well.
For years, Aaron was a licensed branch manager at Sun Trust and Regions Banks in Florida, supervising staff and providing investment services to customers. He also led a team of regional bankers, helping them get licensed and mentoring them on products and services. For the last six years, Aaron served as a financial advisor for Merrill Lynch, J. P. Morgan Chase in Florida and Regions Bank in Tennessee.
Aaron’s role as Director of Business Development and Compliance at Pension Professionals is to manage the overall sales process of the financial advisors. This includes hiring, training, coaching and managing their performance. “I want our advisors to see me as someone they can freely come to for advice to maximize their potential here.” Aaron is also responsible to make sure that the financial advisors comply with all policies and procedures.
Aaron grew up in Biddeford and attended Champlain College in Vermont and the University of Southern Maine in Portland. He’s been married almost 20 years and is the proud parent of three sons. He is a current member of Saco River Valley Kiwanis Club and Aaron also enjoys hiking, biking, drumming and following the fortunes of the Red Sox and Dallas Cowboys.