Aaron Bates, CFP ®, Investment Advisor Representative, Shareholder

Aaron manages investments and constructs financial plans for individuals. He is skilled in investment selection and retirement planning. He assists clients with corporate retirement plans, non-profit endowment funds and advises plan participants. 

Aaron is passionate about helping people find a sense of purpose and direction with their finances. His favorite saying is "we are tour guides, not travel agents".

On a daily basis Aaron manages investment portfolios, assembles financial plans and reviews life insurance for clients.

Aaron started with the firm in March 2004 and became a partner in 2011.

Extension: #234 or Direct # (419) 496-2226

Certifications

• CFP® (Certified Financial Planner) Professional
• FINRA-Series 6 License
• State of Ohio Life & Health Insurance Licensed

Professional & Civic Associations

• Ashland Theological Seminary Lifework Leadership 
• Associated Charities Board Member
• Leadership Ashland Graduate
• United Way of Ashland County Investment Committee
• Ohio State University Alumni Member
• Member Park Street Brethren Church

Presentations

• Worry Free Retirement
• Investing 101
• Financial/Retirement Planning Basics
• Regular Contributor Firm

Education
B.S. Ohio State University

Hobbies
Family, sports and landscaping.

Personal
He and his wife, Aubrey, have two sons and a daughter, Keslar, Ty, and Annie. They live in Ashland.