Senior Financial Advisor

Aaron Larson is a Certified Exit Planning Advisor, (CEPA). He received his Bachelors in Financial Economics from Brigham Young University, Idaho.

Having served hundreds of clients, Aaron is skilled in the art of retirement planning, tax planning, and exit strategies. His commitment to understanding each client's unique financial situation and goals sets him apart. Aaron doesn't just offer cookie-cutter solutions; he crafts personalized strategies tailored to your specific needs and aspirations.

Beyond his professional pursuits, Aaron finds joy in various hobbies. An avid fitness enthusiast, he can often be found hitting the trails for a run or channeling his creativity into woodworking projects. However, Aaron's greatest source of fulfillment comes from spending quality time with his wife and two daughters. Family is at the heart of everything he does, and this deep-rooted value reflects in his approach to financial planning. Aaron understands that your financial decisions impact not just you but your loved ones as well, and he's committed to helping you secure a prosperous future for generations to come.