Aaron Bates, CFP®

Principal, Investment Advisor Representative

Contact Aaron

This site is protected by reCAPTCHA and the Google Privacy Policy and Terms of Service apply.

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?

Working as a team to give clients our very best


United Way of Ashland County
Ashland Area Chamber of Commerce
Youth Sports Coaching


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

See my paycheck
Enter work hours
Upload/Download Tax Documents
Review investment statements