Aaron works directly with Daniel Lloyd-Roberts and Justin Bobus as an Associate. Aaron’s responsibilities include active portfolio rebalancing, daily cash monitoring, building client relationships, and performing various administrative duties. He is focused on delivering the highest level of client service and is crucial in assisting Daniel and Justin with their clients. Aaron joined Stoker Ostler in 2024.

Before joining Stoker Ostler, he worked at a wealth management firm where helped clients prepare for their retirement goals. Aaron graduated from Westmont College in 2021 with a degree in Communications.

When he isn’t supporting clients, he can be found spending time with his wife and dog, watching Dodger baseball, or Vikings football.