I grew up in Clarksville, Tennessee and eventually moved to the greater Cincinnati area in 1993. Moving here, I came back to many of my family's original roots. I graduated Milford High School and attended Miami University where I earned my Bachelor of Science in Finance from the Farmer School of Business. I began my career with Wells Fargo Advisors, and its legacy firms, in 2001.  In the spring of 2003, I joined the Miller Group of Wells Fargo Advisors and was mentored by its founder and seasoned veteran Jane S. Miller. Since Jane's retirement in 2007, I have represented our Cincinnati office, while Jane's son and my team member Tim Miller represented our Boston office until his retirement in 2025.  Specific to my career, I attended Xavier University to become a CFP(R) and earned my designation in 2008.

When away from the office, I enjoy spending time with my 3 children and my wife Lindsay. We have an active household, but when I have a few free moments, my hobbies include driving and tinkering with automobiles, coaching youth sports, and volunteering with a national program, Tire Rack Street Survival, as a driving instructor to help teenagers to become safer and more effective drivers.

CA Insurance License Number: 4341626. Resident State OH

"My desire is to lead clients to accomplish their version of financial success."

Background and experience

Aaron began his career with a predecessor firm of Wells Fargo in 1999. He utilizes determination and creativity by connecting clients to a full breadth of solutions in areas of wealth management, retirement and estate strategies, trust/fiduciary services, business succession and liability management. Aaron graduated from Wilmington College, OH with a Bachelor of Arts in English and holds his series 7, 63 and 66.

Away from the office

An Ohio native, Aaron resides with his wife and 3 sons in Mason, Ohio. He's enthusiastic about the lessons that can be taught to children/young adults through sports and coaches when his schedule permits. Aaron and his family believe in giving back to the community and volunteers with Habitat for Humanity, Hope House and Matthew Ministries. Hobbies include traveling with his family, participating in basketball, fishing and hiking.

CA Insurance License Number: 4341626. Resident State OH

Background and experience

Bill is responsible for providing superior client service and advisor support. He has over 40 years of investment industry experience, starting his career in 1986.  Bill is committed to exceeding client expectations by utilizing a strong work ethic, and desire to execute on client needs.  He obtained and honed these skills while serving 6 years in the United States Air Force (1980-1986).


Away from the office

An Ohio native, Bill resides in Hamilton, OH, with Lisa, his wife of 46 years. Bill has 3 children and 8 grandchildren. He enjoys participating in golf, bowling, corn hole and is an avid Cincinnati Reds and Ohio State Buckeyes fan…GO BUCKS! Bill also enjoys traveling with his family.

Carol is responsible for our team’s administrative, trading,and operational needs, and ensures our client experience runs smoothly and efficiently.

She oversees the day-to-day administration of accounts, including opening new accounts, updating existing account information, managing account transfers, and answering statement questions. Carol has more than 25 years of experience in the investment industry and is on the front line proudly serving our clients with the highest level of expertise and knowledge.

Carol is involved in her church, where she serves in various hospitality roles. She also volunteers for many community projects. Carol is dedicated to mission work and plans at least one mission trip each year. When she is not volunteering, she enjoys spending time with her family, traveling with her husband, Dale, and scrapbooking with her sisters. She is a native of Kentucky, where she still resides.

Background and experience

An Ohio native, Matt served our country on Active Duty with the US Coast Guard before graduating cum laude from Lindner College of Business at the University of Cincinnati with a BBA in Finance and Real Estate. Matt began his career in finance with a DoD contractor in Washington, DC before progressing into over two decades in institutional leveraged credit asset management with JPMorgan Investment Management. Matt joined the 8044 Wealth Management Group in 2024 and is responsible for portfolio management and investment selection and holds his series 7 and 66.

Away from the office

Matt resides with his wife Kelly, two daughters and their ridiculous multitude of pets in Milford, Ohio. An avid boater, Matt also enjoys traveling coast to coast and abroad with his family, canoeing local waterways, attending Bearcats, Bengals, Reds, and FCC events, fishing, hunting and spending as much time as he can in the back yard striving for the perfect grilled burger.