Aaron Huntoon, MBA, CRPC®, CBEC®

Aaron Huntoon, MBA, CRPC®, CBEC®

Director of Planning

  • Areas of expertise: Comprehensive financial planning for the high net worth market.
  • Education: Master’s degree in Business Administration from Regis University; Bachelor’s degree in Marketing, International Business, and Spanish from Miami University.
  • Professional designations: CRPC®, CBEC®  
  • Years of service: 17