R. Aaron Hays, CFP®
Associate Financial Planner, Carter Financial Management
Aaron is a Certified Financial Planner™ professional that delivers financial planning and wealth management strategies to high-net-worth clients, non-profits and business owners. Aaron focuses on creating and executing strategies, portfolio management, investment due diligence and developing and managing client relationships for the team headed by Kathy Muldoon.
Before joining CFM, 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. His contributions included asset allocation, trading, investment research, technology, and marketing. Prior to joining Messenger, Aaron spent five years with U.S. Trust in the Private Wealth Management Group, where he provided customized investment analysis, integrated investment advice, core equity strategy portfolios and wealth management services to ultra-high net worth clients.
Aaron earned a Bachelor of Science in Political Science with a minor in Business from Texas Tech University. He completed the Financial Planning Certificate Program at Southern Methodist University.
Aaron lives in Dallas with his wife Lauren, son Aiden and their boxers, Drake and Brielyn. He enjoys traveling, exploring the outdoors and participating in athletic competitions such as the Ironman distance triathlon.