Professional

Before I can speak intelligently about the products and services that might be appropriate for you and your family, I need to get to know you. And, before you can feel comfortable sharing your goals and dreams, you need to get to know me.

I began working with Northwestern Mutual in 2002 in their top ten internship program* after much research on the industry and the opportunities present within it. From the beginning, I knew that if I wanted to be successful in this business, make friends, gain clients, and feel proud of the work I had done, it needed to be with a company that cared about my clients as much as I do. I also knew that the company had to allow me to offer best-in-class products, solutions, and technology that would allow me to compete and win in the most competitive marketplaces.  After a good start to my career, I can confidently say I couldn't have picked a better organization to spend the rest of it with.

One of my main focuses in growing in this career has been a focus on continued education to better serve my clients.  Through many courses and exams, I have received three of the most distinguished designations and certifications in the industry (CLU®, ChFC®, CFP®). These designations require a rigorous amount of continuing education to be able to maintain them, and that is something I gladly do.

Alongside investing in education I have also continued to invest in building a high caliber team.  I partner with other advisors within our local and national offices, as well as continue to build a team of highly qualified associates that can provide the type of ongoing service my clients expect and deserve.

By combining the strength of Northwestern Mutual, with leading education, and a skillful team, I feel my office can provide a superior client experience and results with 100% accountability to those we serve.  I feel privileged and proud to be essential to the success of my clients' financial lives.

*Vault Guide to Top Internships, 2016

Professional Designations and Certifications

Chartered Life Underwriter (CLU®)

The CLU® designation is the undisputed professional credential for persons involved in the protection, accumulation, preservation and distribution of the economic values of human life. The CLU® designation is the common bond for continuing growth and commitment to professionalism.

Chartered Financial Consultant (ChFC®)

The ChFC® program focuses on the organized way to collect and analyze information on a client's financial situation; to help clients identify and establish specific financial goals and to formulate solutions to help meet those goals. The ChFC® program provides financial professionals with in-depth knowledge of the skills needed to perform needs analysis for their clients.

Certified Financial Planner (CFP®)

The CFP® certification is one of the most recognized financial planning marks in the world.  It identifies to the public those individuals who have met rigorous professional standards and have agreed to adhere to the principles of integrity, objectivity, competence, fairness, confidentiality, professionalism, and diligence when dealing with clients.

Associations and Memberships

Qualifing member of the Million Dollar Round Table (2013-2016).  MDRT is The Premier Association of Financial Professionals. Founded in 1927, MDRT provides its members with resources to improve their technical knowledge, sales and client service while maintaining a culture of high ethical standards.

Active member of the National Association of Insurance and Financial Advisors (NAIFA).  NAIFA is a national nonprofit organization representing the interests of more than 70,000 insurance and financial advisors nationwide, through its federation of over 900 state and local associations. Founded in 1890, NAIFA is the nation's largest financial services membership association.

Founding Board Member of Findlay Young Professionals

Member of the Findlay Estate Planning Council

Member of Blanchard Valley National Association of Insurance and Financial Advisors

Awards and Recognition

National Quality Award 2008-2016

Aaron Roush, CLU®, ChFC®, CFP®

Wealth Management Advisor

 

To learn more about Northwestern Mutual Investment Services, LLC and its financial representatives, visit: FINRA BrokerCheck