Meet Aaron
Aaron VanSurksum is a Paraplanner with AAM Financial Planning. He works part-time, supporting the team by taking on a variety of administrative responsibilities and operational processes that help ensure smooth day-to-day operations.
Aaron joined AAM in May 2026. Prior to joining the firm, he graduated from the H&R Block tax program in 2025. In addition to his role at AAM, Aaron works for TAG Accounting, a role he began in 2026. His dedication to learning and growing professionally makes him a valuable part of the AAM team.
Outside of work, Aaron enjoys music, traveling, spending time with family, and hanging out with friends.
Aaron offers accounting services through TAG Accounting, a separate entity from CWM, LLC.
