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About HSI Wealth Strategies

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 2003 with a degree in aeronautical engineering.  He went on to fly the KC-135 Stratotanker and the T-6, logging over a decade of active-duty service at Laughlin, Altus, McConnell, Randolph, and Vance Air Force Bases.

During his 14 years in uniform, Aaron worked alongside some of the most disciplined people in the country; people entrusted with multimillion-dollar aircraft and high stakes combat missions.  As those same individuals transitioned to the airlines, they had no real plans for their financial futures.  If they did work with financial professionals, what they most often had was a money manager or portfolio manager (even though they would carry the title of financial planner, advisor, counselor, etc)  While most of these airline pilots likely had enough fuel in the tanks to make it to their retirement destination, they didn’t realize they were cruising with their boards extended and their gear stuck down.  HSI helps them to understand the inefficiencies and how to course correct.

In his last assignment, Aaron served as the McConnell AFB Wing Chief of Flight Safety and the 384th Air Refueling Squadron Chief Pilot.  In 2016, Aaron separated from active-duty service and started his financial planning and wealth management practice.  After two years working as a generalist, he made a conscientious decision to shift his practice to only work with airline pilots and their families.  HSI Wealth Strategies was born.  That focus allowed HSI to become subject matter experts so that from the first conversation, they already know how to explain and take advantage of aspects of the airline contracts and the tax code in ways most haven’t even heard of before.

Aaron earned his MBA from Webster University, his CERTIFIED FINANCIAL PLANNER® designation, and his Airline Transport Pilot certificate.  He holds a FINRA SIE, Series 6, 63, and 7 as well as Life and Health licenses.

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

Anyone can make your plan look better by simply investing more.  The question is can someone make improvements with the same set of resources.  Every plan starts with a clear objective.  We define the mission, identify the waypoints, and build a route that is more efficient and adaptable to problems.

Tax-Efficient by Default

Tax planning is not just a year-end conversation.  It’s in every conversation.  The impact of taxes is far greater and more significant than most people realize.  Our clients have already paid a substantial amount in federal and state taxes.  We make sure they don’t leave the government a tip.

Our Team

Every Team Member Served. We Understand the Mission.

Leadership

Aaron Stark, CFP®, MBA, ATP

Founder & CEO, Wealth Management Advisor

719.674.0378

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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Erik Rathke, MBA

Chief Operating Officer

720.807.2645

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, MS, RICP®

Wealth Management Advisor

720.782.8854

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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Chase Darden

Wealth Management Advisor

214.307.9821

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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Brian Tobie

Lead Service Advisor

732.641.6923

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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Chandlee Jackson, MPP

Service Advisor

303.590.3430

chandlee.jackson@hsi.com

Chandlee Jackson is a service professional and Air Force officer who brings discipline, discretion, and a genuine focus on people to his work with clients. He currently serves as Service Advisor with HSI Wealth Strategies, where he...
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Planning & Investments

Colton Weir

Director of Planning and Investments

816.662.6140

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

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

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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Jeannette Ferguson

Administrative Assistant

206.752.5797

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

The best way to get started is with a short introductory conversation, whether in office, virtually, or by phone.  Please call Amy Loop at 316-461-1441 to coordinate calendars.

Schedule a call