Aaron works with the Muldoon Team alongside Kathy Muldoon, CFP® and Marnie Nebeker, RP®. His industry experience has focused on wealth management and client services, primarily dedicated to high-net worth clients, non-profits and pension funds. He focuses on creating and executing financial planning and investment strategies, portfolio management, investment due diligence and developing and managing client relationships.
Most recently, Aaron was the director of research at Messenger Advisors, LLC, a start-up investment management firm focused on building and managing discretionary turnkey model portfolios. He was instrumental in building the firm by contributing to all aspects of the business, including asset allocation, trading, investment research, technology and marketing.
Prior to joining Messenger, Aaron spent five years with the U.S. Trust, Private Wealth Management Group, where he provided integrated investment advice and wealth management services to Ultra High-Net Worth clients, with a primary emphasis on customized investment analysis and core equity strategy portfolios.
Aaron earned a Bachelor of Science Degree in Political Science with a minor in Business from Texas Tech University and later completed the Financial Planning Certificate Program at Southern Methodist University. He holds the Series 7 and Series 63 licenses.
Aaron lives in Dallas with his wife, Lauren, and their boxers, Drake and Brielyn. He enjoys traveling, meeting new people, exploring the outdoors and participating in athletic competitions such as the Ironman distance triathlon.
Certified Financial Planner Board of Standards Inc. owns the certification marks CFP®, CERTIFIED FINANCIAL PLANNER™, CFP® (with plaque design) and CFP® (with flame design) in the U.S., which it awards to individuals who successfully complete CFP Board’s initial and ongoing certification requirements.