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Aaron is a dedicated financial advisor with over 15 years of experience helping organizations achieve long-term financial stability and mission-driven success. He specializes in strategic financial planning, investment guidance, and fiduciary stewardship, ensuring that his clients can maximize their impact while navigating the complexities of financial management.
With a background in law and finance, Aaron brings a unique perspective to nonprofit leadership and governance. He is a licensed attorney in both Florida and New York and an active member of the Florida Bar Association and New York Bar Association. He serves as Chairman of SEHEI, a 501(c)(3) shared housing initiative, and is a board member of the Planned Giving Council of Northeast Florida, furthering his commitment to philanthropic strategy and legacy giving.
Beyond his advisory work, Aaron has a strong entrepreneurial background. He co-founded ClickPay, which grew to become the largest payment processor in the real estate industry before its successful acquisition by RealPage in 2019. His ability to build, scale, and navigate complex financial landscapes offers invaluable insights to the nonprofit sector.
Aaron is passionate about service, regularly volunteering his expertise through board leadership and pro bono representation of nonprofit organizations. He lives in Jacksonville Beach, Florida, with his wife and two daughters. In his free time, he enjoys basketball, tennis, and spending time on the water fishing and boating with his family.
