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
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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