Aidan is passionate about helping others achieve their financial goals through thoughtful, comprehensive advising. He was drawn to wealth management by the opportunity to build meaningful one-on-one relationships and make a direct impact on clients’ lives. What he values most about wealth management is that it allows him to understand each client as an individual and help guide them toward the goals that matter most with clarity, trust, and personal attention.
Through his experience as a Division 1 rower, Aidan developed grit, camaraderie, and a strong sense of accountability, qualities that shape how he approaches teamwork, discipline, and service in the workplace.
Aidan joined Presidio as a Client Service Associate in the Spring of 2026, where he supports advisors and continues building his experience in financial planning and client service. He is currently a senior at the University of San Diego, majoring in Finance and Real Estate with a minor in Psychology. He has passed the Securities Industry Essentials (SIE) exam and is working toward the CERTIFIED FINANCIAL PLANNER® certification.
Outside of the office, he enjoys endurance training, writing, chess, music, and serving at his local church.