Aaron Roush

Our mission is to partner with extraordinary people to Discover, Define, and Achieve their unique financial goals. We execute this with our clients every day through our financial planning process.

Role
Private Wealth Advisor and Co-founder at Midwest Financial Planning Group
Location
Findlay, OH, US
LinkedIn followers
500 followers

About Aaron Roush

At Midwest Financial Planning Group, we serve the unique financial needs of highly…

Experience

  1. Private Wealth Advisor and Co-founder

    Midwest Financial Planning Group

    Jan 2021 — Present · Findlay, OH, US

Education

  • Ohio University

    B.B.A., Finance, Marketing, and Sales

    2000 — 2004

  • The Ralph and Luci Schey Sales Centre

    Professional Sales

    2002 — 2004

  • Mohawk High School

    High School Diploma

    1988 — 2000

Skills

  • Financial Modeling
  • Underwriting
  • Credit Analysis
  • Time Management
  • Customer Service
  • Marketing
  • Asset Management
  • Financial Services
  • Microsoft Excel
  • Finance
  • Equities
  • Fixed Income
  • Retirement Planning
  • Sales
  • Series 7
  • Management
  • Financial Planning
  • Leadership
  • Valuation
  • Team Building
  • Employee Benefits
  • Certified Financial Planner
  • Microsoft Office
  • Public Speaking
  • Investments
  • Financial Analysis
  • Strategic Planning
  • Wealth Accumulation
  • Alternative Investments
  • Risk Management

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Aaron Roush — Private Wealth Advisor and Co-founder at Midwest Financial Planning Group in Findlay, OH, US | Unifers