Aston Edmunds, CFA, CFP®

Aston is an established Chartered Financial Analyst (CFA) as well as a CERTIFIED FINANCIAL PLANNER®.  Aston comes back home to us from Austin, Texas where he worked for an international financial services firm as a Portfolio Manager and Investment consultant to many of the top financial advisors in the country. While in Austin, he also opened, ran, and sold a national fitness franchise location. Aston brings his expertise in Investment Management and an understanding of the demands of small business ownership to further deepen SageCreek’s commitment helping clients reach their financial and retirement goals.