PLANNING STRATEGIST & PLANNING DEPARTMENT LEAD

Aaron started at Mosaic as an intern. Today he leads the Planning Department, the team responsible for turning complex financial, legal, and business information into clear decisions that families can act on. His team manages the onboarding of new families, collecting and reviewing complex tax, legal, business, and financial data to build a complete picture of each family’s situation. That picture becomes the foundation for the planning strategies that follow.

Beyond onboarding, Aaron mentors team members, reviews and refines technical work product, scopes planning projects, and serves as a sounding board on complex questions. He also builds the internal workflows and decision-making tools that keep Mosaic’s planning work consistent and clear.

Aaron earned his bachelor’s degree in Finance from the University of Houston and holds the CFP® designation. He is also pursuing a Master of Accountancy at Texas A&M University-Corpus Christi and plans to sit for the CPA, all while leading the Planning Department.

Outside the office, Aaron enjoys country dancing with his wife, Anica; walking their two dogs, Marley and Bumi; playing piano; and capturing the world through the lens of his camera.