Meet Our Team

 aaron@abundancewealthsolutions.com 
 702-818-1116 
 702-818-1117

I came from poverty, am now financially “free,” and a self-made high-net-worth investor myself.

During the Dot Com upheaval of 2000, I developed the investment philosophy I practice today. I remind clients to resist the herd mentality that can push them into investments, regardless of their underlying merit. Embracing my clients’ aspirations, realities, and needs, I am committed to formulating customized strategies beyond just dollars and cents.

I utilize a disciplined, goal- and outcome-oriented process for my clients. In addition to traditional stocks, bonds, and exchange traded funds (ETFs), I have expertise in alternative investments, including private equity, private credit, real estate, managed futures, options, and hedge funds. This allows me to incorporate non-correlated assets to reduce overall portfolio risk, and increase investment returns and tax efficiency.

Many of my clients are risk-averse – looking to mitigate risk and grow wealth for themselves and the people and causes that are most dear to them. When possible, I conduct multigenerational meetings, so that children and grandchildren can appreciate original work ethic, the responsibilities of inheriting wealth, and how optimizing their family and charitable legacy can help make the world a better place.

With many business owners looking to sell or pass along their enterprises, I have developed a strong competency in helping them plan and prepare for liquidity events. I also assist with 401(k) plans and other retirement plans. For all clients, I align tax-advantaged and estate planning strategies with your other wealth professionals, such as CPAs and attorneys.

A lifetime learner, I hold the Chartered Retirement Planning Counselor℠ designation through the College for Financial Planning and the Certified Plan Fiduciary Advisor (CPFA®) designation.

I follow the deep-seeded tradition of participating in the communities we serve. This drives my interest in spending time volunteering with organizations in our community. I am active with environmental conservation for Lake Tahoe and Southern Nevada. I support Keep Tahoe Blue, Coast Guard Auxiliary, Catholic Charities for Child Development, Singularity University, Las Vegas Angel Investors, and the SENS Foundation.

My greatest passion is my health, family, and striving to learn, improve, and grow.

Known for my high energy inside and outside the office, I am an avid hiker and boater – I have my “captain’s license” and enjoy boating in Lake Tahoe, Lake Mead, Lake Powell, and the Great Lakes. I also enjoy jet skiing, biking, and camping...and always with my wife Camila, Isabela 8, Gabriela 3, and our Siberian Huskey, Marco.