Aaron draws upon more than 15 years of wealth management experience with Budros, Ruhlin & Roe, Inc. to help clients discover, establish and achieve their financial goals. While proficient in all areas of wealth management, Aaron specializes in managing corporate executives’ equity compensation ...more

Aaron draws upon more than 15 years of wealth management experience with Budros, Ruhlin & Roe, Inc. to help clients discover, establish and achieve their financial goals. While proficient in all areas of wealth management, Aaron specializes in managing corporate executives’ equity compensation plans as well as multi-generational wealth transfer strategies. Aaron earned his bachelor’s degree from The Ohio State University and a Master of Financial Economics degree from Ohio University. He holds the Certified Financial Planner™ designation, as well as the Chartered Financial Analyst® designation. Aaron is a member of the Financial Planning Association (FPA), the National Association of Personal Financial Advisors (NAPFA), and the CFA Society of Columbus.less