Aaron M. Bozzi

Picture yourself in a city where everyone seems to have it all figured out, except for you, who can’t even decide what to have for lunch, let alone map out a financial future. You're a neurosurgeon, which sounds impressive at dinner parties, but inside, you're a bundle of nerves whenever someone mentions "retirement plans."

Enter Aaron, the kind of person who seems to have sprung from a world where people actually understand things like tax brackets and investment portfolios. With values like Family, Community, and Integrity, he listens to your dreams, fears, and even that odd story about your aunt’s cat, crafting a financial plan that feels surprisingly sensible.

He’s backed by Northwestern Mutual, which is apparently a big deal, and uses planning tools that are so sophisticated, they might as well be from NASA. Aaron offers what he calls a “planning-first approach”—as if there’s any other way to plan—and provides regular updates that make you feel almost competent.

As you move through this journey, you become the hero of your own story, armed with newfound confidence and a vague understanding of financial terms. With Aaron and his team by your side, you start to see your dreams of financial security and community impact come to life. It’s like you’ve stumbled into one of those feel-good stories, only with fewer life lessons about riding the subway.

And so, here you are, contemplating your next move in a future that seems suspiciously optimistic, thanks to Aaron, who made even financial planning seem less like a root canal and more like a charming David Sedaris essay.

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.