Our Team

Aaron Peabody

CFP®, CBEC®

Financial Advisor

Understanding the impact each financial decision has on the long-term financial success of his clients is what makes Aaron a valuable contributor at Summit. Each day provides him new opportunities to help owners of privately held companies and successful individuals with the decision-making process. Contextualizing the information and the understanding of what is “possible” provides clients a foundation for making decisions that will likely have multi-generational impacts.

 

Aaron finds tremendous satisfaction collaborating with owners of privately held businesses on the various Exit and Succession routes available to them. For many, the goal is to transfer a business within the family, prepare for a third-party sale, or perpetuate the company with key managers. In many ways, our clients’ companies are big families; Aaron feels honored to help business owners ensure the eventual succession is a success – both for them and their company.

 

When outside the office, Aaron can likely be found enjoying quality time with his high school sweetheart and wife, Liz, and their son, Luke. Together, they enjoy SF Giants games, getting a little fresh air while hiking, or catching a movie when their busy schedules provide an opening.

 

Aaron holds CA Insurance Lic.#0G61539 and is a Registered Representative and Investment Advisor Representative of Securian Financial Services, Inc. Member FINRA/SIPC.  TR#1219468 DOFU 06/2015

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