If your financial needs include estate planning, Cary Estate Planning can help you update or create your will or trust with ease. Cary Estate Planning can also help with estate administration, disability planning, elder law, and other comprehensive legacy planning services. Learn more about Cary Estate Planning here.
Aimee Brosnan
Paraplanner
Background
Aimée grew up in Ireland, transplanting to North Carolina in 2001. She earned her MBA from UNC Chapel Hill in 2020 and went on to specialize as a finance professional through the Dalton Institute, receiving her CERTIFIED FINANCIAL PLANNER™ marks in 2022.
She firmly believes in Martha Beck’s philosophy; “how you do anything is how you do everything”, and views financial equanimity as one of the key pillars to living one’s best life. She is passionate about integrating psychology with strategy, seeing every client as a unique and ever evolving individual, Understanding what moves them and custom-building a wealth map that aligns with their needs is a privilege she cherishes.
Aimee’s people centric career path has placed her in a Program Director role since 2022 at the Carolina Angel Network, a university-affiliated angel investment organization. Before that, she managed Operations at Futures Inc., a cloud-based workforce ecosystem company that allows individuals to take control of their own career development, education, and job search.
When she is not at work, she loves to spend time with her boys, Liam and Aiden. She lifts weight in the morning, dances at night, hikes somewhere in between, and leverages every available bio-hack to live her life to the fullest.
