Aaron Lekarz, Cdfa® Email & Phone Number

Life does not always go according to plan. I know this from both the perspective of a financial planner and also from my personal life. Determination, dedication and and a goal-oriented mentality can help achieve not only a person's goals (whether financial, physical, or educational), but can also assist others further down their own paths. Graduating Mt. St. Joseph's High School in 2000, I was awarded many scholarships and awards in the Math and Computer Science fields – Carnegie Mellon (Andrew Carnegie Award), University of Maryland, UMBC, and Rennsalaer Polytechnic Institute (Rennsalaer Medal). Due to financial hardships, I withdrew from college and focused solely on working. Over the next decade, I used my job to provide for myself and pay my way through post-secondary schooling. I strengthened my knowledge of mathematics, finance, and strategic problem solving – remaining active in my local community. My knowledge allowed me to use my resources to help those around me plan and organize their finances, showing them ways to lessen debt and accumulate wealth.“In order to carry a positive action, we must develop here a positive vision.” -Dalai Lama

Listed skills include Wealth Management, Certified Divorce Financial Analyst, Investment Advisory Services, Business Succession Planning, and 4 others.