Aaron Wieand, Certified Financial Planner (CFP®)

Aaron Weiand

Aaron C. Wieand, CPA, PFS, CFP®

Aaron brings over 15 years of professional finance and accounting experience to his role as a fee-only financial advisor. Over the course of his career, Aaron specialized in providing strategic insights tailored to the unique opportunities and goals of the organizations and clients he served. Aaron is a graduate of Goshen College, a Certified Financial Planner (CFP®), Certified Public Accountant (CPA), Personal Financial Specialist (PFS), a member of the American Institute of Certified Public Accountants (AICPA) and a member of the National Association of Personal Financial Advisors (NAPFA). He is married to Stephanie Wieand and is the father of two young children. Aaron invites all prospective clients to a complimentary, no-obligation “Get Acquainted” meeting.



  • Bachelor of Arts in Accounting, Goshen College, Goshen, IN (2004)

Significant Credentials:

  • Personal Financial Specialist (2017)
  • Certified Public Accountant (2006)
Work Experience
  • Division Controller, Patrick Industries, Elkhart, IN (2012 - 2014)
  • Senior Portfolio Analyst / Senior Accountant, Cambia Health Solutions, Portland, OR (2008 - 2012)
  • Audit Supervisor, McGladrey & Pullen LLP, Chicago, IL (2004 - 2008)
Board Of Director/Advisory Committee Assignments
  • Berkey Avenue Mennonite Fellowship, Stewardship and Finance Commission, Goshen, IN
  • Bashor Children's Home, Board Member, Goshen, IN

John Liechty

John L. Liechty, CLU, ChFC

Retired Firm Founder

John brings a wealth of experience to his role as a fee-only financial planner. He has over 40 years of working knowledge in the financial services industry, where he served in a variety of senior management roles. This extensive work experience has provided him with unique insights and a keen understanding of investments, insurance, retirement planning, estate planning matters and the importance of integrating all components of a financial plan. John serves on numerous boards and committees as detailed below. He is married to Joy Lambright and is the father of two adult children.



  • Bachelor of Arts in Business Administration and Church Work, Bluffton University, Bluffton, OH (1976)

Significant Credentials:

  • Chartered Financial Consultant (1989)
  • Chartered Life Underwriter (1989)

Professional Training:

  • Commonfund Endowment Institute, Yale University (2006)


Work Experience
  • Senior Vice-President of Financial Services and President of MMA Praxis Mutual Funds Mennonite Mutual Aid (MMA), Goshen, IN (1997 – 2008)
  • Vice-President of Life Insurance MMA, Goshen, IN (1995 – 1997)
  • Assistant Vice-President of Marketing MMA, Goshen, IN (1986 – 1995)
  • Various Management Positions at MMA, Goshen, IN (1976 – 1995)
Board Of Director/Advisory Committee Assignments
  • Pax World Mutual Fund Trustee, Portsmouth, NH
  • U.S. SIF: The Forum for Sustainable & Responsible Investment, Washington, D.C. (2010-2012)
  • Jantz-Morgan Investment Advisor, Boston, MA (2009-2013)
  • Greencroft Retirement Communities, Goshen, IN (2000-2011)
  • Mennonite Education Agency Endowment Fund Investment Committee, Elkhart, IN
  • Elkhart County Community Foundation Investment Committee, Elkhart, IN
  • Bluffton University Trustee, Bluffton, OH (2003-2017)
  • Hawkins Water Tech, Inc., Middlebury, IN (2007-2015)
  • LaCasa, Goshen, IN


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