Aaron Bates, CFP®

Personal Financial Services Principal, Investment Advisor Representative


Certifications & Memberships

Certified Financial Planner™ Professional

When Did You Start With W&H?

March 2004


Bachelor's – Ohio State University

Favorite Thing About Working At W&H?

Working as a team to give clients our very best


United Way of Ashland County
Ashland Area Chamber of Commerce
Ashland Pregnancy Care Center
Park Street Brethren Church Youth Sports


Williamsfield, Ohio

Best Thing About North-Central Ohio?

Variety of activities and proximity to lots of things, makes it a great place to call home.


Being involved in youth sports
Traveling the world
Tasting new foods, wine, and bourbon

Favorite Book Or Movie?

Sacred Hoops by Phil Jackson & Hugh Delehanty

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