Overview
With more than two decades of experience, Aaron is a progressive and trusted advisor who specializes in simplifying complex tax decisions and providing clear, actionable guidance. Recognizing that clients often rely on their tax advisor more than any other financial professional, Aaron is dedicated to helping clients quantify their options and make informed choices with confidence. Aaron’s approach is rooted in technical knowledge and a commitment to clarity, helping ensure that every client receives practical advice tailored to their unique needs.
Experience
Aaron offers comprehensive guidance to clients in the areas of income tax planning, estate and legacy planning, asset protection, business succession, and charitable giving. With extensive knowledge in complex income and legacy tax laws, Aaron develops customized tax strategies for families and businesses, focusing on optimizing after-tax outcomes. Aaron serves a diverse client base across industries such as agriculture, real estate, construction, manufacturing, and professional services.
Education & Affiliations
Aaron earned a Master of Science in Taxation from Golden Gate University and a Bachelor of Arts in Business Accounting from the University of Oregon. He is a member of the AICPA, the Oregon Society of Certified Public Accountants, and served as Vice President and President of the Willamette Valley Estate Planning Council.