At Aaron & Associates, insurance and long-term planning start with a family’s priorities

Wayne Aaron began working as a financial adviser in 2007 with a focus on helping families protect what they have while preparing for what comes next. His Danville firm, Aaron & Associates, brings insurance services and financial planning into the same conversation.

That connection is useful at the moments when family decisions overlap. Protecting a home, reviewing life insurance and preparing for retirement can involve different products, but they all begin with an understanding of the people making the decisions. The firm’s stated approach is to organize its work around a client’s needs and goals.

Aaron is joined by a team that includes insurance agents, client-service specialists and office manager Angela Bibee. Caitlin Myers combines client service with her work as an insurance agent, while Stephanie Humphrey handles reception and client service. Their roles give customers identifiable people to contact as questions arise.

The firm operates from Vicar Place in Danville, Aaron’s hometown. Alongside appointments, it makes educational material about insurance, retirement and financial planning available to clients.

Insurance products are offered through representatives of Aaron & Associates. Wayne Aaron’s investment advisory services are offered through Regal Investment Advisors, a separate firm. The distinction identifies who provides each service while keeping the local relationship straightforward: a Danville office where families can begin a conversation about their priorities.