View in portrait for best experience

Aaron Bosch

Advisor

CFP®

Helping clients plan for their future is what Aaron enjoys most about his role at Moneta, and his background is perfectly suited to educating and coaching families through complex situations.

Before joining Moneta, Aaron was a math teacher at Oakville High School for more than 16 years where he was actively involved in the school’s athletic programs, coaching basketball, football and track.

Leading the girls’ basketball team to a district championship is one of his favorite memories. Aaron is passionate about children and families, making him perfectly suited to work with multi-generational Family CFO clients.

Aaron earned his Bachelor of Science degree in Secondary Education from the University of Missouri, Columbia. He went on to earn a Master of Arts in Athletic Administration from William Woods University and a Master of Arts in Education from Southwest Baptist University.

Aaron lives in Columbia, Ill. with his wife, Jocelyn, and their three children. When not at work, he loves to play golf and softball, as well as work on home-improvement projects. Aaron and his entire family are ardent volunteers in the community. They often spend time working at their local food pantry and are regular volunteers for Sweet Celebrations, a non-profit organization which provides custom birthday parties complete with gifts, decorations and cake for children in homeless shelters and foster homes.

EDUCATION

  • B.S., Secondary Education, University of Missouri – Columbia
  • M.A., Athletic Administration, William Woods University
  • M.A., Education, Southwest Baptist University

COMMUNITY INVOLVEMENT

  • Columbia High School, Freshman & Junior Varsity Boys Basketball Coach
  • Sweet Celebrations, Volunteer
  • Columbia Baseball Club, Volunteer Baseball Coach

PROFESSIONAL DEVELOPMENT

  • CERTIFIED FINANCIAL PLANNER® (CFP®)

A WEALTH OF INFORMATION

Dive into the latest insights from our expert team with our personal touch.

Bubbles and Bankruptcies

Bubbles and Bankruptcies

October 29, 2025

Tim Side, CFA “Irrational exuberance, as famously diagnosed by Robert Shiller ahead of the dot-com bus...

Use Yah Blinkah: Why Signaling Your (Charitable) Intentions Matters

Use Yah Blinkah: Why Signaling Your (Charitable) Intentions Matters

October 22, 2025

by Deb Dubin, Chief Philanthropy Officer I am a Massachusetts native, and my accent comes out in full ...

Third Quarter Investment Report – 2025

Third Quarter Investment Report – 2025

October 10, 2025

Executive Summary The third quarter of 2025 extended the year’s remarkable market resilience amidst a ...

Monthly Recap – September 2025

Monthly Recap – September 2025

October 6, 2025

September Observations The Rally Continues Markets were broadly positive in September as U.S. stocks d...

VIEW ALL ARTICLES

Let’s make every moment count together…