Aaron Epstein

Director

Aaron Epstein’s life experiences go well beyond his years lived. Born in Thousand Oaks, California, to growing up in Des Moines, Iowa, and settling in Cedar Rapids, he brings a perspective of curiosity and pathfinding for helping our clients make progress on their financial journey.

Aaron is a graduate of both Cornell College and Mount Mercy University, where he majored in Economics and Accounting, respectively. He worked for other Iowa City-Cedar Rapids Corridor wealth management and tax consulting firms, deepening his knowledge in tax strategy and estate planning.

His passion for soccer and love for the beautiful game started in his youth—playing at Cornell led to his coaching career with Cedar Rapids Prairie High School, and later on with Iowa Olympic Development. His decades of coaching experience drives his systematic approach in partnering with clients and guiding them to help achieve their goals.

As an Accredited Investment Fiduciary® (AIF), Aaron focuses on acting in the best interests of our clients at every stage of the financial planning process. Whether he’s designing long-term investment strategies, navigating complex tax scenarios, or planning for retirement, Aaron is committed to making informed decisions with confidence and clarity.

Aaron enjoys spending quality time with his wife Leslie and daughter Eden, and loves spending time outside, whether that’s visiting farmer's markets, golfing, or kayaking the Wapsi River when the Iowa weather turns warm.

Professional Certifications & Memberships

Accredited Investment Fiduciary®

Community Involvement

Leadership for Five Seasons Class of 2026
Member, Four Oaks Golf Classic Planning Committee
Past Director, Iowa City Alliance Soccer Club