Aaron Cates

Senior Vice President, CIMA^®, CPWA^®

Aaron is the primary point of contact for many clients and works closely to build, implement and meet to review their individualized plans. He is passionate about understanding all of the factors affecting the financial well-being of his clients and works to help ensure their plans keep pace with major life decisions and milestones. Aaron also supports the team in business strategy and investment analysis.

Prior to joining the team in 2016, Aaron was Vice President of Intermediary Distribution at Manning & Napier Investor Services, and he has been a Registered Representative since 2001. Aaron is a Certified Investment Management Analyst® designee in conjunction with the Wharton School of the University of Pennsylvania and a Certified Private Wealth Advisor® in association with the University of Chicago Booth School of Business. He earned a B.A. in economics from the University of Illinois, Urbana-Champaign.

Aaron and his wife, Raegan, live in the western suburbs of Chicago with their sons, Cole and Chase. He is very involved in his community and enjoys golfing, reading, and coaching his son’s baseball team in his spare time.

CA Insurance License #0L62005. Resident State IL