Aaron Lucero brings more than 25 years of experience providing financial guidance to individuals, families, and business owners. He understands that financial planning and investment management can feel complex and overwhelming, and he is committed to simplifying the process for his clients. By taking the time to learn each client’s unique story, Aaron develops tailored strategies and portfolios designed to help them pursue their specific goals with confidence.
Aaron earned a Bachelor of Arts in Business and Psychology from Webster University and a Master of Business Administration from Southern Illinois University Edwardsville. He holds Series 7, 9, 10, 24, 63, and 66 securities licenses, as well as life and health insurance licenses. In addition, he is both a CERTIFIED FINANCIAL PLANNER® professional and a Chartered Financial Consultant® (ChFC®). He has also been recognized as a Forbes Best-in-State Wealth Advisor, reflecting his dedication to serving clients with thoughtful, personalized guidance.
Outside of work, Aaron enjoys exploring the Pacific Northwest, with his wife and their family. He remains actively involved in his community, currently serving on local boards and coaching at the high school level. When he’s not outdoors or engaged in athletics, Aaron is an avid reader.
Disclosure: The Forbes Best-in-State Wealth Advisor award is based on data provided by firms and evaluated by SHOOK Research, LLC. The award is not indicative of future performance or client experience and does not evaluate the quality of services provided to clients. No compensation was provided in exchange for this rating.