Although he enjoys crunching numbers, Aaron understands financial planning is more about caring for people.
Joined Lido: 2025
Homebase: Salt Lake City, UT
Professional Focus: Along with his genuine curiosity and passion for helping others, his customer service experience and education in the financial services industry has prepared him to best serve clients.
Education: B.S., Personal Financial Planning, Utah Valley University
Previous Work Highlights: Began his career as a client service representative at Fidelity Investments before joining Copperwynd Financial. He served as a Paraplanner until Copperwynd’s partnership with Lido in 2025.
Personal Facts: Enjoys all the time he can outside, whether he is hiking, playing soccer or pickleball, or longboarding. He also enjoys reading, listening to music, and watching movies.
