Aaron Skeffrey

Background

About Aaron Skeffrey

Everyone’s past helps to shape their future. Within a two-year timeframe, I lost three family members that led to foreclosures and the total depletion of family assets. As you can imagine, that had a far-reaching impact on shaping who I am today and put me on a path to build a career as a financial professional. Focusing on my clients’ personal needs, responsibilities, and goals, I create tailored investment and insurance strategies to accumulate, protect and distribute wealth tax efficiently. Using a highly engaging financial planning process, I provide my clients with the tools and investment advice to help them prepare for the roadblocks life’s journey sometimes throw in their path. In my opinion, there is no greater reward than knowing I’ve helped to financially improve the lives of my clients and family members. They recognize that my passion emanated from real life tragedy and appreciate the zeal in which I work on their behalf to reframe underdeveloped plans, develop adaptable strategies, and help them stay one step ahead financially. Outside of the office, most of my time is spent playing sports, boating, and traveling in and out of the U.S. An active member of my Church, I am a Youth Leader, helping serve others within the community.