Aaron Dally

Client Services Associate

[email protected]

Aaron joined Valtinson-Bruner Financial Services in October 2013 after working a number of years in banking and finance. Aaron assists in preparing for meetings with both Rob’s & Erik’s clients He opens accounts, prepares paperwork, and processes trades. Talk to Aaron if you have general questions, would like to set up an appointment, want to request funds, need copies of documents, or need assistance gaining access to your accounts online.