Aaron Bauer

Aaron enjoys developing comprehensive financial plans and uncovering opportunities for Mercer Advisrs clients. He began his financial services career in 2014, most recently working as an advisor at Winch Financial, where he met with clients, served on the investment committee, and crafted a number of proprietary financial planning tools. Aaron is a graduate of the University of Wisconsin-Madison, a CERTIFIED FINANCIAL PLANNER™ professional, a Certified Student Loan Professional, and holds the FINRA Series 65 license. In his spare time, Aaron enjoys playing complex board games, cultivating indoor plants, and kayaking in places he probably shouldn’t.