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Your Career Demands

On Course,
On Glide Slope.

Financial planning from a team of veterans and pilots who speak your language. We work with airline pilots, military aviators, and high-net-worth families who want a plan as disciplined as the work that built their careers.

Let’s Start Planning

Why Aviation Professionals Choose Us


What Sets Us Apart

01

Aviation Expertise

We fly too. We understand the career, the benefits, and the risks that often come with the seat.

02

Veteran-Led Team

A team built on military service and experience. Military discipline drives everything we do.

03

Tax-Efficient Strategy

We focus on strategies designed to improve tax efficiency in retirement, not just this year’s return.

04

Empowering Approach

We help reduce financial complexity so you can focus on the people, places, and moments that matter most.

How We Help

How We Help

Comprehensive wealth management tailored to aviation professionals and high-net-worth families.

Specialized Planning

We understand the career through firsthand experience as pilots and veterans.

Bidding on a line and sitting reserve. Complex pension structures. The risk of losing your FAA medical. The tax optimization challenges unique to a career as an airline pilot. We help our clients plan around things many generalist firms may not think about.

Aaron Stark, CFP®, MBA. ATP-rated pilot. 14 years USAF active duty.

Our Team

Our Management Team Has Served. We Understand the Mission.


AS
Aaron Stark
Founder & CEO
CFP®, MBA, ATP · USAFA · KC-135 pilot · 14 yrs USAF
ER
Erik Rathke
Chief Operating Officer
USAFA · C-17 pilot · 12 yrs USAF · 12 yrs Citigroup, SVP
MV
Matthew Vann
Associate Wealth Management Advisor
RICP®, MBA · C-5 pilot
BT
Brian Tobie
Service Associate
USNA · U.S. Navy Submarine Officer · Reservist
CD
Chase Darden
Co-Founder & Wealth Management Associate
MBA · USAFA · Licensed in AR, CA, KS
Meet the Team →

Ready to Chart Your Financial Flight Path?

Whether you are an airline captain who just retired, just getting off probation as a first officer, or building an aviation business, we are here to help. The first conversation is on us.

Schedule a Consultation