The investment climate has never been more complex than it is today. Whether you have been saving and investing for years or you’re just getting started, a relationship with a collaborative and experienced professional, who has a clear understanding of your needs and the current economic environment, is crucial. Our mission at Peoples Investments is to create personalized strategic investment plans based on your needs, to monitor portfolio performance, and preserve wealth.
Aaron’s favorite part about his job is being able to provide his investment clients with comprehensive financial guidance no matter their financial situation. He enjoys finding solutions to the obstacles that his clients feel are holding them back from pursuing their goals. Since the foundation for any financial plan begins with the objectives of the individual or business, Aaron engages clients in an ongoing conversation about their financial needs. Developing and implementing financial strategies is one of his greatest passions in his role as LPL Financial Advisor.
Aaron is a graduate of Western Washington University, where he received a B.A. in Finance and a minor in Communications. Aaron understands the complexities of the changing financial landscape and is committed to making recommendations that serve your best interests.
At Peoples Investments, we focus on you and we strive to offer access to quality non-propriety products. Our primary goal is to help you manage your assets based on your needs. We offer investment services right where you do your banking so you can handle all your financial needs at one convenient location. With today’s busy lifestyles, we think you’ll appreciate the convenience.
Check the background of investment professionals associated with this site on FINRA’s BrokerCheck.
Securities and advisory services are offered through LPL Financial (LPL), a registered investment advisor and broker-dealer (member FINRA/SIPC). Insurance products are offered through LPL or its licensed affiliates. Peoples Bank and Peoples Investments are not registered as a broker-dealer or investment advisor. Registered representatives of LPL offer products and services using Peoples Investments, and may also be employees of Peoples Bank. These products and services are being offered through LPL or its affiliates, which are separate entities from, and not affiliates of Peoples Bank or Peoples Investments. Securities and insurance offered through LPL or its affiliates are:
| Not insured by FDIC or Any Other Government Agency | Not Bank Guaranteed | Not Bank Deposits or Obligations | May Lose Value |
The LPL Financial registered representatives associated with this website may discuss and/or transact business only with residents of the states in which they are properly registered or licensed. No offers may be made or accepted from any resident of any other state.
Your Bank (“Financial Institution”) provides referrals to financial professionals of LPL Financial LLC (“LPL”) pursuant to an agreement that allows LPL to pay the Financial Institution for these referrals. This creates an incentive for the Financial Institution to make these referrals, resulting in a conflict of interest. The Financial Institution is not a current client of LPL for advisory services. Please visit https://www.lpl.com/disclosures/is-lpl-relationship-disclosure.html.
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