Through my experiences, I've realized the impact that money and finances have on a person and their family. It influences everything that we hold close to heart.
I began my professional career in 2011 at Deloitte & Touche, managing operations and risk strategy projects for companies within the oil, gas and utility sectors, among other industries. After coming to a crossroads, I evaluated my current career and concluded that I needed the ability to impact lives in a better way.
While considering different career opportunities with my wife and family, I had the chance to connect with my grandmother's Edward Jones financial advisor. We talked about my career and what I desired most in it. He had guided my grandmother through retirement, the death of her husband, and now, her time in a memory care facility. Through these events, he helped her achieve financial security, taking the burden of caring for "Mom" off her kids' shoulders. Needless to say, his passion and care drove me to change career paths and led me to where I am today.
I joined the firm in 2018 and have gained a deep satisfaction from helping my clients reach their goals.
My wife, Jordan, and our three beautiful kids, Ezra Kate (4), Emersyn (2) and Rowan (born February 2021), help keep me grounded and remind me of what is most important – spending time with family and the need to prepare for events throughout our lives. Whether it be preparing for or living in retirement, sending a child or children to college or outlining estate considerations, no two scenarios are the same, nor are the approaches to mapping out the strategies for achieving those goals.
To our current clients, thank you for your continued partnership and support. To our future clients, we look forward to building a personal relationship and helping you enjoy life more.
Aaron Kilpatrick | Financial Advisor
Shelbi Mangel | Branch Office Administrator
- Retirement Savings Strategies
- Portfolio Reviews
- Business Retirement Plans
- Estate & Legacy Strategies
- College Savings
- Insurance & Annuities
Phone NumberAaron Kilpatrick at (281) 829-1428
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