ASSOCIATE PLANNING ANALYST

Aaron is an Associate Planning Analyst with Mosaic whose duties begin with the initial onboarding of a client. His responsibilities include the gathering, processing, and review of a wide variety of tax, legal, business, and financial data. This data is then used to develop balance sheets, entity maps, and cash flow models that serve as the foundation of our customized financial/business plans. Aaron began working as an intern in spring 2022 and joined the firm full-time in winter 2022 after graduating with a Bachelor’s in finance from The University of Houston.

A native Houstonian, Aaron has resided in the greater Houston area his entire life. Outside the office, he enjoys partner dancing, playing music, and baseball.