Aaron is a financial advisor with over 25 years of experience and a background in banking, investments, and wealth management. He believes financial planning is more than managing assets—it’s about helping people bring structure and clarity to their most important decisions. Whether planning for retirement, structuring an inheritance, or navigating a business transition, Aaron helps clients think strategically and move forward with confidence.

As the founder of Sidecar Asset Management, Aaron takes a client-first approach that prioritizes transparency, long-term planning, and personalized service. He’s committed to understanding each client’s unique situation and providing thoughtful, flexible guidance rooted in trust and experience.

Aaron’s path began with a childhood spent in a military family, moving between Texas, Italy, Georgia, and Washington before eventually settling in Oklahoma. Those early experiences taught him adaptability, resilience, and the value of a strong foundation—both in life and in finances. He earned his BBA in Finance from the University of Oklahoma.

Aaron has held leadership roles with several Tulsa-based organizations, including: Trustee, Indian Nations Council, Boy Scouts of America, Pack Master/Cub Scout Den Leader, Holland Hall, Trustee, Tulsa Community College Foundation, Chairman, Salvation Army Boys & Girls Club of Metro Tulsa, Member, Seedstep Angels, Vice President of Finance & Board Member of Iron Gate, Board Member of Tulsa Global Alliance, and Trustee, at Monte Cassino School.

Outside of work, Aaron enjoys spending time with his wife, Erika, and their three boys, Henry, Leon, and Bode. He also enjoys golf, tennis, traveling, weekends at the lake, and skiing (he likes to joke that he might be the best skier in Oklahoma!). He’s coached youth sports and stays involved in scouting and mentorship throughout the Tulsa community.

Erika oversees administrative functions, vendor relationships, and office technology, ensuring that the banking environment remains secure, efficient, and customer-focused.

Prior to joining Sidecar Asset Management, Erika worked at the Bank of Oklahoma as a Trust Officer in the Private Bank, where she developed expertise in family wealth management, financial documentation, and regulatory compliance.

Beyond her professional responsibilities, Erika is deeply committed to philanthropy and community service. She has volunteered her time through several organizations in the Tulsa area, including Oklahoma Project Woman (Board Member), Foundation for Excellence (Trustee), March of Dimes (Event Chair), Tulsa Symphony Orchestra (Board Member), Town & Country School (Event Chair and Board Member), YWCA Tulsa (Board Member), and Holland Hall School (Alumni Board Member).