Aaron Winters serves as WealthPlan’s Senior Wealth Planner, with more than 20 years of experience in the financial services industry. Aaron has built a career focused on supporting advisors and clients alike. Having worked at both large and small firms, he is known for his ability to simplify complex strategies and make them clear and accessible.
Aaron is deeply committed to mastering his craft. He holds a master’s degree in financial planning and maintains the CFP®, BFA™, RICP®, and CPWA® designations, along with FINRA Series 4, 7, 24, 53, and 66 licenses.
Outside of work, Aaron enjoys being active in his community and spending time with his family—often centered around sports. His household are enthusiastic Nebraska Cornhusker fans.