Aaron Huntoon joined Osaic via the acquisition of Lincoln Financial Network (LFN). He worked on the planning team at LFN for 20 years, consulting with LFN financial professionals nationally on comprehensive financial plan design and technical topics.
He has served as Sagemark Consulting Private Wealth Services* Advisory Specialist, providing customized strategies for highly affluent families. Additionally, Aaron serves as a Business Intelligence Institute** Advisory Specialist, an Agribusiness planning specialist, and a Charitable Planning Specialist. He also served on Lincoln’s Diversity and Inclusion BRG, People with Disabilities.
Aaron has an M.B.A. with a concentration in Finance and Accounting, a B.S. in Marketing, International Business, and Spanish, and holds the CRPC® and CBEC® designations. He lives in the Denver metro area and enjoys soccer, mountain biking, hockey, and skiing.