Aaron Kershaw Email & Phone Number

Wappingers Falls, Ny, Us

Hudson Valley

Well, hey there! It’s your favorite Uncle Aaron here, and I’m excited to introduce you to my series of books that’s packed with all the hard-earned wisdom, straight talk, and a little humor to help you get through life’s curveballs.I’ve been around long enough to know that life isn’t always easy. Sometimes you’re soaring, other times you’re scraping the bottom, and everything in between. But here’s the thing: you don’t have to do it alone. That’s where I come in.The Uncle Aaron series isn’t your typical set of books filled with fancy jargon or overly complicated theories. No, I keep it real—just like your favorite uncle sitting you down for a heart-to-heart over a cold drink. We’re going to talk about the stuff that really matters, from bouncing back after life knocks you down to managing your money without losing your mind. There’s no fluff, just practical advice, personal stories, and a few laughs to help you navigate whatever life throws your way.Whether you’re learning how to get through tough times, figuring out how to adult without feeling overwhelmed, or trying to cook something decent without breaking the bank, I’ve got you covered. You’ll get all the tips, tools, and life lessons I’ve picked up along the way—delivered in a way that makes sense and feels like we’re just having a chat.What’s in the Uncle Aaron Series?Bounce Back: Resilience for Life’s CurveballsLife is tough, but so are you. This one’s all about how to dust yourself off and bounce back, no matter how hard life hits.Money Adventure: Your Guide to Financial FreedomWho says learning about money has to be boring? I’ll walk you through how to manage your finances, build wealth, and make smart decisions without all the complicated mumbo jumbo.Adulting Guide: Failing, Learning, and ThrivingLet’s face it, being an adult is tricky. I’m here to help you figure it out—whether it’s handling failure, finding your footing, or thriving through it all.Visit Uncle-Aaron.com more titles..

New York City Metropolitan Area

As the CEO of SmartPlanHQ, I lead the company with a focus on strategic direction, operational efficiency, and innovation. With a background in economic and financial expertise, I drive our mission to empower communities through advanced technology solutions. I oversee business development, financial performance, and team leadership, ensuring we deliver impactful and sustainable results. My goal is to foster a positive company culture while exploring new opportunities for growth and maintaining strong stakeholder relationships.

Hudson Valley, New York

Building Blocs Literacy LLC is a Hudson Valley-based organization dedicated to promoting financial literacy and economic stability among underprivileged communities. Our mission is to empower individuals with the financial knowledge and tools they need to achieve economic resilience and independence.Aaron B. Kershaw is the visionary Founder and Executive Director of Building Blocs Literacy LLC. A disabled veteran who served in Iraq during Desert Storm, Aaron has transformed his personal challenges into a passion for financial literacy and community support. With a robust background in business management and financial planning, Aaron is committed to fostering economic empowerment through education and practical financial solutions.Leadership and Vision: Established Building Blocs Literacy LLC to address the critical need for financial literacy education in underprivileged communities.Program Development: Designed and implemented comprehensive financial literacy programs, including workshops, one-on-one counseling, and youth education initiatives.Community Engagement: Fostered partnerships with local nonprofits, schools, and community organizations to expand the reach and impact of financial literacy programs.Financial Planning Expertise: Leveraged extensive experience in financial planning to develop tailored financial education materials and tools.Veteran Support: Dedicated to supporting fellow veterans through specialized financial literacy workshops and resources.

Wappingers Falls, New York, United States

• Provide comprehensive marketing consulting services, ranging from headshots to marketing material development, including brochures, postcards, web development, and video production.• Fully involved with clients' marketing requirements, overseeing photography planning, locations, press releases, and social media presence for the utilization of created photography and/or video content.• Collaborated with clients to effectively communicate their story through visual mediums.• Assisted small and medium-sized companies in enhancing their internet presence and achieving top search engine rankings using various Search Engine Marketing (SEM) methods.• Offered consulting services to Political Campaigns on constituent outreach programs and executed the production of announcement videos, TV promos, website content, and event photo and video coverage.• Worked with businesses with marketing budgets ranging from $5k to $90k, enabling clients to save up to 40% on projects and weeks of production time through a streamlined production process.• Developed strategies to optimize advertising budgets across various platforms such as Facebook, Google AdWords, and Yahoo.• Leveraged social media platforms including Facebook, Twitter, LinkedIn, YouTube, and Instagram to re-brand clients' businesses effectively.• Successfully elevated client websites to the top of search returns, generating a return on investment (ROI) of 25-40 client interactions based on a $100 Facebook Ad Campaign.

Poughkeepsie, New York, United States

• Provided exceptional customer service by explaining different types of insurance, benefits, and cautions to clients.• Wrote new policies for various insurance types including Auto, Renters, Home, Health, and Life insurance, ensuring clients' needs and preferences were met effectively. NYS Property & CasualtyNYS Life & Health InsuranceSeries 7, 66 Licensed.

Fishkill, New York, United States

Provide comprehensive Life Insurance, Medicare, and Long-Term Care consultation services to residents of the Hudson Valley, focusing on guiding Medicare-age recipients through the process, explaining their rights and options, and safeguarding their families against life's uncertainties.NYS licensed Life & Health Insurance Agent. 2024 Medicare CertifiedLife Insurance CertifiedAppointed with:Bankers ConsecoHumanaAetnaWellCareUnited HealthAnthem

Greenwich, Connecticut, United States

• Held SIE, Series 7, and Series 66 certifications.• Collaborated as Operations Partner, facilitating Broker Support for a team of 5 Advisors managing $400 million in Assets Under Management (AUM).• Managed various aspects of client onboarding, including Suitability Information Gathering, Account Openings, Money Movement, RMD Calculations, and Portfolio Related Research.• Orchestrated client meeting logistics, including scheduling, confirmations, and preparation of Annual Client Reports.• Oversaw Social Media Marketing initiatives while ensuring compliance with FINRA regulations.• Led monthly Email Campaigns to engage clients and prospects.• Worked closely with Internal Product Management and CRM Salesforce teams to develop, update, and implement changes within platforms, as well as editing Regional Documents for distribution.• Proficient in Salesforce, Box, MS Suite, Thompson, MoneyGuide Pro, NaviPlan, and Hearsay.• Achieved a rank of 12 out of 900 CSAs in the USA for the fourth quarter of 2022.• Ranked 4 out of 90 CSAs in the NE Region for the fourth quarter of 2022.• 2023 Ultimate Digital Service Award Winner

Valhalla, New York, United States

Avenue Financial Group - Richard Leimgruber, CRPC Financial AdvisorChartered Retirement Planning Counselor A financial advisory practice of Ameriprise Financial Services, LLC• Managed Client Communications and Meeting Scheduling.• Prepared Annual Client Reports.• Oversaw Social Media Marketing initiatives while ensuring compliance with FINRA regulations.• Handled Executive Assistant tasks.• Contributed to the acquisition of $4 million in new Assets Under Management (AUM).• Played a key role in the Principal receiving an Award for Excellence.• Successfully passed the SEI EXAM in October 2020.• Proficient in Salesforce, Box, and MS Suite.

New Rochelle, Ny

• Collaborated closely with Executive Director Jim Killoran to manage and produce all media projects.• Instrumental in securing over $200K in donations from the creation of hundreds of videos.• Oversaw media strategies and managed all aspects of video and photography production and archiving.• Played a key role in website content creation, upload, and management.• Provided training and supervision to communication interns, ensuring seamless workflow and project execution.• Coordinated on-site interviews, documentaries, PSA's, musical performances, time-lapse building footage, reporter-style interviews, and run-and-gun photography in various weather and circumstances.

New Rochelle, New York, United States

Produced and hosted long format “On The Inside” - talk and music programming for WVOX146AM and 93.5 WRTN FM (currently WVIP). Sold advertising upwards of $100k in value per year/generated more than $200k per year in income for radio station. Conducted well over 700 live on-air interviews, ranging from local issues, social issues, politicians to artists, musicians and more, TV personalities, and Political pontification.Worked with many Marketing/PR agencies to promote their clients agendaWorked closely with Vermont Ski Area Association and US Ski & snowboard team to bring winter family happenings and pride in Olympic teamsExec. Producer, Project management, Radio engineer and host.WVOX 1460 AM (www.wvox.com) features local and regional information for residents of suburban Westchester County and the Bronx. Their award-winning audience participation call-in talk format has received national acclaim.

New Rochelle, New York

• Pioneered one of the first community-oriented websites, achieving the #1 county website status from 2002 to 2006.• Spearheaded recruitment, interviewing, onboarding, and resolution of internal issues related to staff and company needs.• Managed day-to-day business administration, including intern and contributor oversight, content writing and editing, ad sales, and general office tasks.• Produced video interviews featuring mayors and business owners, providing valuable community insights.• Provided comprehensive events calendars and press releases to engage the community.• Built HTML/JavaScript data-driven websites from scratch and developed a database containing information on 40,000 businesses in Westchester County.• Launched county1.com and Fairfield1.com, catering to regional audiences.• Founded "On The Inside," an entertainment publication with a circulation of 60,000 within Hometown Media Papers.• Managed all aspects of the publication, including advertising sales, graphic design, layout, photography, and content creation.• Received prestigious awards including Rising Star - 40 under 40 and a Certificate of Achievement from New York State Senator Spano in 2005.

• Took on the responsibility of layout design and ensuring consistency throughout various projects.• Managed data, ensuring accuracy and accessibility for the sales team.• Contributed as a Junior Photographer, capturing weekly updated pictures of cars for sale.• Oversaw Digital Asset Management of photos and information, organizing and maintaining resources for the sales team.• Created and updated advertisements and listings in a bi-weekly Print Publication with a circulation of 20,000.• Managed website content and online listings, ensuring accuracy and visibility to potential customers.

New York City Metropolitan Area

HTML/JS Template Development & User Interface Design Specialist• Led HTML/JS template development and user interface design for a 5 million user base, ensuring usability across all platforms.• Worked closely with programmers to integrate code cleanly into HTML templates.• Developed systems to maintain and manage over a million pages of code, facilitating exponential growth and management.• Oversaw all new design rollouts and managed the transition to the live environment.Creative Department Liaison & Researcher• Acted as a liaison between the Creative department and IT department, collaborating with designers to create fast-loading and user-friendly designs.• Evaluated products from outside vendors for potential integration into the network.• Spearheaded research and development initiatives, including the creation and implementation of video streaming in 1999.Advertising & New Media Placement Manager• Oversaw the implementation of advertising and new media placements, ensuring effective integration with existing systems and platforms.

New Rochelle, New York

Vehicle towing, recovery (accident) light and heavy duty WreckMaster.Managed a team of 4 drivers, handled all aspects of company management.Hiring, schedule, accounting, maintenance.

Camp Lejeune, North Carolina

Desert Storm, served in Iraq, (24 MEU) 2 Deployments, 8 countries, 3 continents. Medically Honorably retired with honors in 1992. (Service Connected Disabled Veteran 2017 rating)