Aaron is a financial planning analyst with Commerce Trust. He is a member of the financial advisory services team, a dedicated financial planning practice within Commerce Trust that provides objective financial advice to clients. Following a thorough assessment of a client’s unique situation and thoughts regarding wealth, Aaron develops holistic and coordinated plans to help clients meet their short-term and long-term goals as well as take full advantage of various planning, tax, and investment strategies along the way. His areas of focus includes planning for financial independence, retirement, divorce, executive compensation, estate preservation, and business succession. In 2019, Aaron completed the Commerce Trust internship under the Chief Investment Officer, David Hagee. In 2020, he joined the Ascend Program. Aaron received his Bachelor of Science degree in personal financial planning from the University of Missouri.
Feature Article
Estate Tax Planning
Prepare for the potential sunset of the federal estate and gift tax exemption with estate planning services from the Private Wealth Management team at Commerce Trust.
