Aaron Hager
    Advanced Sales & Strategies Principal
Transition & Training Manager

Aaron is part of the Advanced Sales Strategies team and is a great resource for consulting, training and implementing solutions to help you run your office more effectively.  Aaron also is a key contact when a new representative joins Harbour; Aaron helps manage the transition process and sets up a custom training schedule accordingly.

Aaron’s duties include assisting reps with financial planning including asset allocation, retirement income planning, educational and estate planning.  In the past Aaron has worked in software application including Advisors Assistant, coordinated WebOps, implemented an email compliance system, implemented customized RIA solutions and continues to help direct the development of WealthServ Investments.

Aaron joined Harbour in July 2005 and graduated in December 2005 with a Bachelor of Science degree in Economics at University of Wisconsin - Madison. 

Licenses: Series 7, 24, 66 and Life, Accident and Health Insurance

Special Interests: Golf, Wisconsin Athletics and Travel