Partner, Director of Operations
Considering himself to be a “numbers guy,” Aaron has always been intrigued by the concept of investing and the importance of being financially fit. As the Director of Operations, Aaron manages a wide array of aspects for the firm, including back office operations, technology, client experience, workflow management, process improvements, human resources, advisor and firm acquisitions, client quarterly reporting and billing, and analysis around the firm’s diagnostics. He plays a key role in creating, implementing and executing strategic initiatives for the firm.
“I enjoy analyzing the business from a global perspective, while seeking ways to improve efficiencies around our operations.”
Prior to joining Frontier, Aaron spent more than seven years at Charles Schwab as a member of the Schwab Performance Technologies outsource division, PortfolioServices. In his most recent role there, he led the team responsible for the firm’s turnkey outsourcing solution, which provided back-office support to more than 250 firms.
Aaron received his undergraduate degree in finance from the University of Central Missouri, his MBA in management from Avila University, and he holds the Series 65 Uniform Investment Advisory License. Outside of work, Aaron enjoys all things sports-related and loves spending time with his wife Kristen and daughters Olivia and Declyn.