Wealth Advisor, CFP® ADPA ®
Aaron is a CERTIFIED FINANCIAL PLANNER™ who came to us from U.S. Bancorp, where he worked for seven years as a financial specialist. He has been with Merriman since 2005 and has over 20 years of experience in delivering counsel and peace of mind to clients. He graduated from the University of Washington with two bachelor’s degrees: one in economics and one in Germanics.
Aaron lives in Duvall, Washington and enjoys playing tennis, working in his yard, traveling, and spending time with friends. He has a high fluency in German and is a LEGO enthusiast, and has been passionate about both interests since childhood.
Learn from Aaron about his passion for working with clients, and why working with the team at Merriman can really make a difference.
I can’t think of a better place to work than here at Merriman. Having the opportunity to work closely with clients who appreciate my help and guidance is a wonderful experience. I am happy to be part of their lives and, personally, it is very rewarding to make such a large, positive impact on their lives and their future.
On December 18, 2015, the president signed into law the Protecting Americans from Tax Hikes (PATH) Act of 2015. One of the popular tax provisions in this bill was to permanently extend the ability for IRA owners to make qualified charitable distributions (QCD) from...
Maybe you’ve heard of this before. A letter of instruction is a document you write to your executor and family that contains your personalized wishes and instructions for settling your estate. Although it does not carry any legal authority, a letter of instruction can...
We have great news for people making charitable gifts this year! Thanks to the American Taxpayer Relief Act of 2012 (ATRA), IRA owners can once again make a qualified charitable distribution (QCD) from an IRA to a qualified charity of their choice. For those who are...
Certified Financial Planner Board of Standards, Inc. owns the certification marks CFP®, Certified Financial Planner™ and federally registered CFP (with flame design) in the U.S., which it awards to individuals who successfully complete CFP Board’s initial and ongoing certification requirements. CFA® and Chartered Financial Analyst® are trademarks owned by CFA Institute.