Meet Aaron Bozzi
Aaron is a dedicated Financial Advisor with a rich background in psychology and corporate finance. His career began with a decade in supply chain finance and inventory control, where he honed his skills as a spreadsheet enthusiast and analytical thinker. Driven by his passion for enabling financial security, Aaron specializes in Medical Student Loans, Medical True Own Occupation Disability Insurance, Tax Impact Mitigation, Business Growth Planning, Employee Retention, Wealth Accumulation, and Retirement & Distribution Planning. He believes in nurturing long-term relationships with clients, engaging regularly to craft financial plans that evolve over decades. Aaron's clients benefit from his expertise and the support of his adept team members, Jennifer Scott and Aly Morgan.
Personally, Aaron is deeply rooted in Pueblo, Colorado, where he lives with his wife Viviana, a Nurse Practitioner and Director of Palliative Care, and their three children. His upbringing in a family of medical professionals and entrepreneurs has given him a firsthand understanding of the values and challenges faced by healthcare professionals and business owners alike. Aaron's leisure time is spent traveling, skiing, hiking, fishing, and exploring his creative side in his woodworking shop. With a Golden Labrador named Dexter completing their household, Aaron cherishes the joys of family life and the vibrant community around him.
Meet our team that brings it all to life.
We are a client-focused Financial Planning Firm. We are driven by our core values: Family, Community, Integrity, Client-Centricity, Accessibility, Professionalism, & Education.
We're honored to learn our client's biggest goals, dreams, & roadblocks. We work hand in hand with them to create a tailor-made financial plan that captures where they are today, where they want to go, and the steps they can take to get there.
Our team specializes in financial planning for Medical Professionals & Business Owners, because we believe in enabling generational prosperity & financial certainty for those that strengthen & grow our communities.
Jennifer, Aly, and I are committed to providing exceptional service. If you need to schedule an appointment, request service, or have a question about a policy or account, please don't hesitate to contact us.
Jennifer Scott
Associate Financial Representative
A Castle Rock native, I found my place on an amazing team right here in Colorado after interning with Northwestern Mutual in 2022. I graduated Cum Laude from CU Denver with a bachelor’s degree in Risk Management and Insurance, so naturally, insurance is my wheelhouse! I’m dedicated to providing a clear and concise client experience. Outside of work, I enjoy spending time with friends and family, hiking, a good TV show, finding the best coffee shops around, as well as exploring all my beautiful home state has to offer.
Aly Morgan
MBA
Investment Operations
I was born in Denver Colorado, where I grew up skiing and playing volleyball. I attended the University of Colorado at Colorado Springs, was captain of the UCCS volleyball team, and got both my Bachelor's and Master's degrees in Finance. During those years, I fell in love with financial planning and helping people reach their goals.