Aaron Huntoon

Director of Planning MBA, CRPC®, CBEC®

Aaron is a Sagemark Consulting Private Wealth Services Advisory Specialist in which he provides customized strategies for highly affluent clients. Additionally, he serves as a Business Intelligence Institute Advisory Specialist, an agribusiness planning specialist and as well as a charitable planning specialist. 

Aaron has a Master’s in Business Administration with a concentration in Finance and Accounting, Regis University, Denver, Colorado; Bachelors of Science in Marketing, International Business and Spanish from Miami University, Oxford, Ohio; and has worked in the financial services and wealth management industry for over 16 years. In addition, he holds a Chartered Retirement Planning Consultant designation through the College for Financial Planning in Greenwood, Village, Colorado and the Chartered Business Exit Consultant™ through Pinnacle Equity Solutions in Boston, Massachusetts.