Every person has a sign they carry with them. We all want everyone to read our sign, but that doesn't always happen in the fast-paced modern world we live in. So why do we want people to read our sign? Each and every one of us has a desire to be acknowledged and respected. But what does our sign say? It simply says, "I am important."
My team and I have committed ourselves to acknowledging, respecting and understanding what is most important to our clients. We do this by utilizing an established, yet very simple process to deliver a level of care we would expect ourselves.
I began my career with Edward Jones in 2016 as a branch intern and became a financial advisor after earning a BBA in finance in 2017. Prior to earning my degree, I served five years in the United States Marine Corps.
One core value from service that I strive to embody is service to others. Outside of my practice, I serve as the president of the Greenridge Chamber of Commerce as well as an ambassador to the Robertson County Chamber of Commerce. I am a member of the Springfield Kiwanis Club and the founder of a scholarship that honors a friend and fallen hero.
My wife, Savannah, and I are life-long residents of the Greenbrier area where we still reside with our two sons, Walker and Rowan. Savannah is the glue of our family and teaches second grade for Robertson County Schools. We both love our community, and feel we've been blessed to serve it.
Focus areas
- Retirement Savings Strategies
- Wealth Strategies
- Estate & Legacy Strategies
- Entrepreneurs & Business Owners
- College Savings
My Personal Interests
- Spending Time with Family
- Traveling
- Woodworking
- Volunteering
- Gardening
Office Information
Phone Number
Aaron Slate at (615) 863-2142Branch Team
Office Hours
Weekday | Availability |
---|---|
Mon | 08:30AM - 04:30PM |
Tue | 08:30AM - 04:30PM |
Wed | 08:30AM - 04:30PM |
Thu | 08:30AM - 04:30PM |
Fri | 08:30AM - 03:00PM |
Sat | Closed |
Sun | Closed |
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