Aric, who earned his Certified Investment Management Analyst® (CIMA®) and Financial Risk Manager (FRM®) designations, specializes in facilitating investments, risk management, portfolio strategy and wealth planning for Acorn Creek clients.

Before joining the firm, Aric was a Relationship Manager at The Loeffler Group at Merrill Lynch Wealth Management, where he began his career upon graduation from Colorado State University. At Colorado State, he earned dual BS degrees in Business Administration and Mathematics as well as an MA in Economics. His master’s thesis was amongst the first published works to estimate the financial risks of cryptocurrency investments and he continues to be active in the digital assets space. Aric contributes to several industry publications including the Investments & Wealth Institute and CFA Institute.

Aric is an avid Crossfitter and outdoorsman. When he is not inside lifting a bar, he can be found on the river, a bike or trail.