What’s different about Living Legacy?True planning has always required more than a spreadsheet. You need long-term trusted partners who help you solve complex problems with simple strategies, taking the traditional formulas and factoring in unpredictable life events to create the type of plan that can handle the real world. Aaron believes that there’s not a silver bullet to achieving financial success. It entails diligence and a series of powerful actions accomplished in the correct order. Aaron’s role is to provide the wisdom and proficiency to know what actions must be taken and then to facilitate their completion.What we seek to accomplish with our clients:•Avoid financial failure•Facilitate effective financial decision making•Develop a plan for the eventual exit from the business (for business owners)• Design and implement a plan for retirement income

Registered Representative and Financial Advisor of Park Avenue Securities LLC (PAS). OSJ: 5280 CARROLL CANYON ROAD, SUITE 300, SAN DIEGO CA, 92121, 619-6846400. Securities products and advisory services offered through PAS, member FINRA, SIPC. Financial Representative of The Guardian Life Insurance Company of America® (Guardian), New York, NY. PAS is a wholly owned subsidiary of Guardian. WestPac Wealth Partners LLC is not an affiliate or subsidiary of PAS or Guardian. Insurance products offered through WestPac Wealth Partners and Insurance Services, LLC, a DBA of WestPac Wealth Partners, LLC. CA Insurance License Number - 0F64319, AR Insurance License Number - 9233390. This material is intended for general use. By providing this content The Guardian Life Insurance Company of America, Park Avenue Securities LLC, affiliates and/or subsidiaries, and your financial representative are not undertaking to provide advice or make a recommendation for a specific individual or situation, or to otherwise act in a fiduciary capacity. Guardian, its subsidiaries, agents and employees do not provide tax, legal, or accounting advice. Consult your tax, legal, or accounting professional regarding your individual situation. Links to external sites are provided for your convenience in locating related information and services. Guardian, its subsidiaries, agents and employees expressly disclaim any responsibility for and do not maintain, control, recommend, or endorse third-party sites, organizations, products, or services and make no representation as to the completeness, suitability, or quality thereof.

Received a commission in the Marine Corps through the Naval ROTC program at the University of Kansas in December 1997. Served 10 years as an infantry officer and departed active duty in June of 2007. Was subsequently in the Reserves for six years.