Aaron Oskey is our Managing partner and lead CIO. Aaron brings over 20 years of investment management, mortgage and banking experience.
He graduated from Cornerstone University in Grand Rapids where he studied Economics and graduated with high academic honors. He started his career helping his family run their construction business then transitioned into working for a golf marketing company where he helped professional golfers find sponsorships. After that Aaron transitioned to the mortgage industry where he learned some valuable insight on the banking world. He then was able to incorporate his clients into help managing their money and became an advisor to help them long term.
With all that experience it has enable him to help clients all over the United States plan, invest and enjoy their wealth.
He prides himself with excellent service and a family like atmosphere in serving his clients.
Aaron is a golf and basketball enthusiast and spends his free time coaching a youth basketball and baseball team.
Aaron is married to Christina who is a High School Math teacher and has 2 children, Nadia and AJ.