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About HSI Wealth

Our Story

From the Cockpit to the Conference Room


How an Air Force pilot built an all-veteran financial planning team.

Aaron Stark, CFP®, MBA, ATP

A pilot first.


Aaron graduated from the United States Air Force Academy in 1997 with a degree in Aeronautical Engineering. He went on to fly the KC-135 Stratotanker, logging over a decade of active duty service at McConnell, Altus, Laughlin, and Vance Air Force Bases.

Across 14 years in uniform, Aaron worked alongside some of the most disciplined people in the country. People entrusted with million-dollar aircraft and high-stakes missions. And yet many of them, even the senior ones, had no real plan for their financial futures. The structure of military pay, pension elections, and transition planning was confusing enough that capable people were quietly missing things that mattered.

Aaron earned his MBA from Webster University, his CERTIFIED FINANCIAL PLANNER™ designation, and his Airline Transport Pilot certificate. In 2016, he founded HSI Wealth Strategies for one reason: to bring the same rigor, discipline, and precision to financial planning that the cockpit demands every day.

Our Mission


We help empower our clients to accomplish their goals, give back to themselves, help their families, and the people and causes they love the most.

Mission-First Planning

Every plan starts with a clear objective. We define the mission, identify the waypoints, and build a route that accounts for the turbulence along the way.

Tax-Efficient by Default

Tax planning is not a year-end conversation. It informs every decision with a focus on improving tax efficiency over time.

Our Team

Every Team Member Served. We Understand the Mission.

Leadership

Aaron Stark, CFP®, MBA, ATP

Founder & CEO, Wealth Management Advisor

719.674.0378 (voice only)

aaron.stark@hsiws.com

Aaron Stark is a strategist, aviator, and entrepreneur in financial services, committed to the belief that disciplined financial planning can transform the lives of those who serve. He currently serves as Founder & CEO of HSI Wealth...

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Chase Darden

Wealth Management Associate

214.307.9821 (voice only)

chase.darden@hsiws.com

Chase Darden is a financial advisor and decorated Air Force veteran who brings more than a decade of military leadership and financial operations experience to his work with clients. He currently serves as Wealth Management Advisor...

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Erik Rathke, MBA

Chief Operating Officer

720.807.2645 (voice only)

erik.rathke@hsiws.com

Erik Rathke is an operator, leader, and systems thinker who brings military precision and corporate discipline to financial services. He currently serves as Chief Operating Officer of HSI Wealth Strategies, where he leads marketing,...
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Wealth Management

Matthew Vann, RICP®

Associate Wealth Management Advisor

720.782.8854 (voice only)

matthew.vann@hsiws.com

Matthew Vann is a financial advisor and active airline pilot who brings firsthand industry knowledge to every client relationship. He currently serves as Associate Wealth Management Advisor with HSI Wealth Strategies, where he...
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Planning & Investments

Brian Tobie

Service Associate

732.641.6923 (voice only)

brian.tobie@hsiws.com

Brian Tobie is a financial advisor and Navy veteran who brings the discipline and precision of military service to his work with clients. He currently serves as Service Advisor with HSI Wealth Strategies, where he focuses on serving...

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Colton Weir

Director of Planning and Investments

816.662.6140 (voice only)

colton.weir@hsiws.com

Colton Weir is focused on building comprehensive, flexible strategies tailored to each client’s specific situation. He currently serves as Director of Planning and Investments with HSI Wealth Strategies, where he oversees the creation...

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Jack Vukelic

Planning & Investments Assistant

716.567.8235 (voice only)

jack.vukelic@hsiws.com

Jack Vukelic is a Planning and Investments Assistant at HSI Wealth Strategies, where he supports planning and investment strategies for pilots and high-net-worth individuals. He plays a key role in helping the team deliver thoughtful,...
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Client Service & Operations

Amy Loop

Senior Executive Assistant

316.461.1441 (voice only)

amy.loop@hsiws.com

Amy Loop is an operations professional dedicated to creating structure, efficiency, and a seamless client experience behind the scenes. She currently serves as Senior Executive Assistant with HSI Wealth Strategies, where she supports...
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Jeanette Ferguson

Administrative Assistant

206.752.5797 (voice only)

jeannette.ferguson@hsiws.com

Jeannette Ferguson brings a background in education and administration to her role in financial services. She currently serves as Administrative Assistant with HSI Wealth Strategies, where she supports the executive and advisory teams...
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Let's Get Started

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