Aidan specializes in guiding successful professionals and their families through complex financial transitions—helping them align wealth with purpose amid life’s pivotal moments. His practice focuses on clients navigating major life events such as inheritance, divorce, or widowhood; physicians, attorneys, and other professionals facing increasing financial complexity throughout their careers; and late-career professionals transitioning into retirement.

A proud Indiana University alumnus and CERTIFIED FINANCIAL PLANNER™ professional, Aidan brings a decade of experience marked by technical depth and genuine care in every relationship. He advises clients on tax-efficient, coordinated financial strategies informed by a strong understanding of their financial and personal lives, often leading communication among tax, legal, and other advisors to ensure each recommendation is aligned with the client’s values and priorities. Aidan maintains a selective practice to deliver the discretion, responsiveness, and continuity his clients’ circumstances require.

Beyond advisory work, Aidan pursues an active and intentional lifestyle, prioritizing wellness, family time, and meaningful experiences as an extension of his belief that both life and wealth should be shaped around values, balance, and purposeful priorities.