PLANNING ANALYST

Aaron is a 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 joined Mosaic as an intern and transitioned to a full-time role after graduating with a Bachelor’s in finance from The University of Houston. He has passed his CFP exam and is accumulating the work hours necessary to earn the certification.

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.