Aaron Epstein

Aaron understands that financial planning can sometimes be overwhelming and complex for clients and is passionate about working through the unique aspects of each financial situation to develop and present a financial pathway for the future.  Aaron values the of collaborative team environment at Basepoint which benefits our clients greatly. 

Aaron attended Cornell College & Mount Mercy University where he earned degrees in Economics and Accounting. In 2017, he was the Director of Programming for a youth sports club when he made the decision to begin his career in finance. 

As a financial advisor, Aaron takes pride in developing strong client relationships and helping clients realize and achieve their financial goals through the planning process. 

Outside of the office, Aaron enjoys coaching youth soccer, spending time with his family and friends, and outdoor adventures. He and his wife, Leslie, love traveling and enjoy sharing new experiences on their vacations.