Our Team

For over 20 years, Aaron has methodically honed his craft and passion within his financial practice. As a wealth manager, Aaron works closely with clients, developing financial strategies for each stage of life. He’s quick to point out that no two clients are alike; therefore, the cookie-cutter approach is never in a client’s best interest. In fact, it’s quite the opposite. Aaron believes a holistic, individualized, and personal approach is necessary to design a client’s financial roadmap. Budgeting of income and expenses, savings, asset growth, tax strategies, and estate planning encompass his extensive planning process used to achieve the ultimate goal of a client’s financial wellness and peace of mind.

Aaron holds the CPFA® Designation, Certified Plan Fiduciary Advisor. As a specialist in corporate retirement plans, Aaron designs, implements, and manages a variety of 401(K) plans for companies and their employees across the country. Prior to entering the financial industry, Aaron leveraged his BA in Human Biology to achieve a managing microbiologist position for an international laboratory. He assisted in the development and manufacturing of a variety of vaccines, including Salmonella, E. coli, Avian Influenza, and Swine Flu. In addition, Aaron had a unique opportunity to participate in and research the infancy of genetically engineered vaccines.

While remaining focused on his career, Aaron’s relentless quest for knowledge led him to Baker University, located in Baldwin, Kansas, where he pursued and was awarded his MBA, graduating second in his class. Outside of the office, Aaron enjoys spending time with his family. He and his wife Margo met while attending the University of Kansas. Together they have a son, Jordan, who’s a fourth-generation Jayhawk graduate.

Some of his favorite pastimes include traveling, attending live music concerts, golf, wine tastings, cooking classes and water sports. A loyal sports fan, Aaron enjoys Kansas City Chiefs football and Kansas Jayhawk basketball and football. With a new office in Las Vegas, he caught hockey fever and cheers on the Vegas Golden Knights. Aaron can also be found researching the ever-changing financial markets and the latest scientific discoveries that pertain to today’s world. Aaron looks forward to the opportunity to serve in a wealth advisory and financial planning capacity for clients and their families both now and for generations to come.

Jordan officially joined the Gen4 Wealth Advisors team after graduating in May 2023 from The School of Business at The University of Kansas with a Bachelor of Science in Finance. He is also a 2019 graduate of The Barstow School in Kansas City, Missouri. Prior to becoming a Series 7 Licensed Representative and an Investment Advisor Representative in the Fall of 2023, Jordan spent two summers as an intern. His internship provided him with the opportunity to gain a greater perspective and appreciation for the complexity and intricacies of wealth management. Jordan’s primary focus includes the Millennial, Gen Y, Gen Z generations and beyond. In addition, he assists with the daily operations of Gen4. While at The University of Kansas, Jordan was an active member and officer of the Kappa Sigma fraternity, as well as a community volunteer for Best Buddies, a philanthropic social activity program for mentally challenged adults.

When not in the office, Jordan enjoys time with family and friends, traveling, honing his tennis skills, and the great outdoors. He’s an avid competitive sports fan, cheering on KU basketball and football, The Kansas City Chiefs, Las Vegas Knights hockey, and his favorite international soccer teams. Jordan believes his knowledge and compassion offer clients a unique perspective as together they embark on their financial journey now and for years to come.

_{* Series 7 is held with LPL Financial}