Aaron Betz
Client Experience Manager
Over the last few years, Retire SMART has quadrupled in size, from a dozen to nearly 50 employees, and from 250 to more than a thousand client households. It’s a blessing and a curse. Our passion for client service is a major reason we are growing so robustly. The problem is that such rapid growth can overwhelm our client service system. Yet we want to continue to provide a client experience second-to-none.
That’s where Aaron comes in. He has the usual licenses and certifications, and has 10 years of experience in the financial world. That’s important and necessary, but what makes Aaron ideal for this position is his willingness to lean into the inevitable complications that arise when serving such a large and growing client base. By his own admission, he likes “owning and solving difficult situations.” At Retire SMART, we never stop learning how to better serve our clients. Aaron is crucial to that process.
Aaron likes to be active: golf, swimming, hunting, camping, or just spending time with family.