Aaron Bates, CFP®

Principal, Investment Advisor Representative

Contact Aaron

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About Aaron

Certifications & Memberships

CFP® – 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?

We have the opportunity to make a positive difference in people’s lives every day!


United Way of Ashland County
Ashland Area Chamber of Commerce
Ashland County Community Foundation
Ashland High School Athletics


Williamsfield, Ohio

Best Thing About North-Central Ohio?

All four seasons, with a 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 – Phil Jackson & Hugh Delehanty

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