Meet our President:
Aaron has had his current role as President since January 2020, his leadership and strategic vision have been instrumental in propelling Harbour to its new heights. Passionate about the success and satisfaction of advisors, he ensures that every initiative focuses on the impact to the advisor’s business and contributes to the firm’s continued growth. As the President of Harbour Investments, Aaron maintains an open-door policy and encourages advisors to reach out with any concerns. His commitment to building long-term relationships, combined with his wealth of experience and expertise, makes him an invaluable asset to the Harbour team.
Aaron has held key positions, showcasing his versatility:
Vice President of Marketing and Business Development
He cultivated business strategies and forged relationships focused on creating an environment for independent financial advisors to flourish.
Advanced Sales and Training Techniques
Aaron’s expertise extended to supporting direct sales for complex cases, such as estate or income planning.
Transition Manager
While holding this position, Aaron oversaw the seamless transfer of businesses from broker dealer to broker dealer within the rules and regulations of governing bodies. His hands-on approach included assisting and training new representatives and their staff during the onboarding process. The systems and procedures he developed continue to be the foundation of our transition team’s operations today.
The Early Years
Aaron’s journey at Harbour began in July 2005 while attending the UW, he assisted investment representatives with the selection and implementation of tools to enhance office efficiency. His ability to simplify complex situations and excel wizardry has been a hallmark of his contributions to the firm. A graduate of the University of Wisconsin-Madison with a Bachelor’s Degree in Economics, Aaron has continued to enhance his professional credentials, holding FINRA Series 28, Series 24, Series 66, and Series 7 licenses.
Beyond his professional accomplishments, Aaron is a family man with a deep love for travel and outdoor activities. Married to his wife Jackie, he enjoys hiking and golfing, particularly at beach destinations. His life took a positive turn with the arrival of his two children, Olivia (2017) and Alexander (2020). Since then, they have also added a four-legged family member; french bulldog Stormy.
One of Aaron’s fondest memories at Harbour is being Tony’s best man (or Megan’s man of honor) at their wedding, reflecting the strong bonds and camaraderie within the Harbour family.
Licenses held: S7, S24, S28, S66 and Insurance