Aaron Huntoon, MBA, CRPC®, CBEC®
Consultant, High Net Worth Planning Services
Aaron has an MBA with a concentration in Finance and Accounting, a BS in Marketing, International Business and Spanish, and holds the CRPC® and CBEC® designations. He is a 20+ year industry veteran on the Financial Planning team, consulting with financial professionals nationwide on comprehensive financial plan design and technical topics.
Aaron is an Agribusiness Planning Specialist and Charitable Planning Specialist and focuses on business succession strategies. He has collaborated with financial professionals to provide customized strategies for highly affluent families.