Aaron Huntoon, MBA, CRPC, CBEC

Sr. Consultant, Intellectual Capital,
National Planning Institute

Aaron Huntoon joined Osaic FA (formerly Lincoln Financial Advisors) 20 years ago and has served on the planning team consulting on comprehensive financial plan design and technical topics with the Osaic FA financial professionals nationally.

He has served as Sagemark Consulting Private Wealth Services* Advisory Specialist, providing customized strategies for highly affluent families. Additionally, Aaron serves as a Business Intelligence Institute Advisory Specialist, an Agribusiness planning specialist, and as a Charitable Planning Specialist. He also served on Osaic FA's Diversity and Inclusion BRG, People with Disabilities.

Aaron has an M.B.A. with a concentration in Finance and Accounting, a B.S. in Marketing, International Business and Spanish, and holds the CRPC® and CBEC® designations. He lives in the Denver metro area and enjoys soccer, mountain biking, hockey, and skiing.

*An internal Osaic FA organization of top planners who focus on clients in the high net worth market.