Rob Ford

Head of Data & AI

Aaron brought order to a financial situation I'd been kicking down the road for too long. What convinced me early on was his process, he didn't lead with products or pitches, he led with analysis. Showed me exactly where things stood, what the gaps were, and what the tradeoffs looked like for each option. His engineering background comes through in how he communicates: concrete, quantitative, and honest about what he doesn't know. He's never tried to oversimplify or steer me toward something that didn't fit. When I push back or ask hard questions, he engages with them directly instead of defaulting to a sales script. He's also been consistently available and proactive with follow-ups, which matters when you're juggling a dozen other priorities. I'd recommend Aaron to anyone who wants a financial advisor that treats you like a capable adult and backs up every recommendation with real data.

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 8795175.1