Aaron graduated from Lock Haven University of Pennsylvania in May of 2014 with a bachelor’s degree in accounting. He began his career in June of that year with Prudential Advisors and obtained his Series 6, Series 63, and Insurance License. Aaron worked alongside several mentors in the early years of his career to better understand the insurance and investment world. Additionally, he obtained his Series 65 and Series 7 to become a registered investment advisor allowing him to hold the title of Financial Advisor.  He continued to further his professional education by passing the CFP® certification in 2024.

As a Financial Planner, he enjoys getting to know his clients and tailoring investment portfolios and financial strategies to suit their specific needs. Helping clients pursue their financial goals is a truly rewarding experience for Aaron.

Outside of White Rose Wealth Management, Aaron enjoys spending time with his wife Kasey and their two young daughters, Marley and Addison.  Aaron is also an avid outdoorsman. You will likely find him in the woods or on the golf course in his free time.

I have been servicing clients needs, in the Financial Services Industry, for over 34 years. Through out those years, there have been many changes in the process of advising clients how to best pursue their goals. The one thing that has remained the same, is to learn what is important to our clients. We need to clearly understand what your goals are, formulate a plan that meets your needs and expectations, and help you implement your plan in the best way possible. Helping people through the many stages of their life, is truly humbling. It is an honor and a privilege to see mutually thought out plans…get people to a financial destination or milestone that is important to them.

When not working, you might find me traveling with my wife Barbara, I could be playing in a softball tournament at some beautiful location, or more than likely, I will be spending time with family and friends…enjoying life and watching our kids and grandkids grow up and make us proud!

Jim has over 30 years of experience serving his clients in the financial industry. He helps individuals, families, and small businesses work toward their financial goals. The relationships built over the years are based off the foundational cornerstones of mutual understanding, professional competence, communication, and prompt service.

Jim graduated from Susquehanna University in 1989 with a bachelor’s degree in Business (Finance emphasis). He has continued his education through The American College earning the Chartered Financial Consultant (ChFC®) designation.

Jim is married to his wife, Christi and they have 3 daughter’s Emily, Chloe, and Grace. Not to be excluded the family also includes Golden Retriever’s Mylo and Odis.

Leisure time includes sailing, pick-up basketball, and reading when not following the girl’s sporting events.