As Director of Planning, Aaron brings a depth of expertise to the table for Legacy by Design client families.  With an eye for detail and a background in succession plan design and financial modeling analysis, he serves as an essential ‘back room’ resource for Legacy Certified™ advisors.

Aaron has degrees in Finance and Accounting from University of Miami (BS) and Regis University (MBA).

Aaron Huntoon is a registered representative of Lincoln Financial Advisors Corp. Securities offered through Lincoln Financial Advisors Corp., a broker/dealer. Member SIPC. Investment advisory services offered through Sagemark Consulting, a division of Lincoln Financial Advisors, a registered investment advisor. Insurance offered through Lincoln affiliates and other fine companies.