Serves as the Chief Investment Officer for Independent Financial Partners and President of IFP Asset Management. Conducting analytical research and due diligence for all investment types, portfolio analysis and construction, portfolio management, and directing all activities in IFP’s Asset Management Group. Serves as head of the IFP Investment Advisory Committee. Aaron is also a partner at MarketPsych Insights, a company dedicated to providing a suite of client profiling tools for the modern financial advisor. MarketPsych Insights is a separate entity from IFP.
Career before IFP:
Prior to joining IFP, Aaron was a financial advisor for high net worth individuals at Koss Olinger Financial Group in Gainesville, Florida.
BSBA, Finance & Real Estate, University of Florida