Aerodigm Wealth LLC

Benjamin Mahon is a CFA® charterholder serving with Aerodigm Wealth LLC in Lake Oswego, OR. He has over 18 years of experience, having previously worked at the Oregon State Treasury from 2008 to 2026 before joining Aerodigm Wealth. Aerodigm Wealth provides discretionary investment management and financial planning to individuals, high net worth clients, trusts, estates, and business entities. The firm utilizes a passive, asset-allocation driven investment approach based on Modern Portfolio Theory and employs independent third-party money managers to implement client strategies.

Lincoln Bach is a CERTIFIED FINANCIAL PLANNER™ with four years of industry experience. He is currently with Delap Wealth Advisory and has prior experience at GreenWood Resources Inc, where he worked for 14 years. Aerodigm Wealth LLC provides discretionary investment management and financial planning to individuals, high net worth clients, trusts, estates, and business entities. The firm employs a passive, asset-allocation driven investment approach using third-party money managers, guided by written Investment Policy Statements, and incorporates Modern Portfolio Theory and Monte Carlo analysis in its planning process.

Elizabeth Roach is a CFP® and Series 65 licensed advisor at Aerodigm Wealth LLC with two years of industry experience. Her prior experience includes positions at Delap Wealth Advisory and Nestle, as well as operating her own advisory firm, Elizabeth Roach, LLC. Aerodigm Wealth LLC provides discretionary investment management and financial planning services to individuals, high net worth clients, trusts, estates, and business entities. The firm emphasizes passive, asset-allocation driven portfolios using Modern Portfolio Theory and third-party money managers, with a team structure focused on serving higher-net-worth accounts.

Clayton Johnson is a CFP® and holds a Series 65 license with nine years of industry experience. He currently works at Aerodigm Wealth LLC and previously held roles at Delap Wealth Advisory, Squire Wealth Advisors, Squire & Company, PC, and DBK Financial Counsel, LLC. Aerodigm Wealth provides discretionary investment management and financial planning to individuals, high net worth clients, trusts, estates, and business entities. The firm uses a passive, asset-allocation approach grounded in Modern Portfolio Theory, with portfolio management often implemented through independent third-party money managers.

Jared Siegel is a financial advisor with Aerodigm Wealth LLC in Lake Oswego, Oregon, holding Series 65 and Series 66 licenses and 12 years of industry experience. He has been with Delap Wealth Advisory since 2015 and is also a partner in Delap LLP, an accounting firm. Aerodigm Wealth provides discretionary investment management and financial planning services to individuals, high net worth clients, trusts, estates, and business entities. The firm employs a passive, asset-allocation driven investment approach using Modern Portfolio Theory and Monte Carlo analysis, typically implementing strategies through independent third-party money managers.

David De Lap is a financial advisor at Aerodigm Wealth LLC with nine years of industry experience. He holds a Series 65 designation and has been involved with Delap Wealth Advisory since 2015. In addition to his advisory work, Mr. De Lap is a partner in Delap LLP, an accounting firm, where he devotes half of his business time. Aerodigm Wealth provides discretionary investment management and financial planning services primarily to individuals, high net worth clients, trusts, estates, and business entities. The firm employs a passive, asset-allocation focused approach grounded in Modern Portfolio Theory, utilizing third-party money managers and maintaining a fiduciary standard.

Erick Aguayo is a financial advisor at Aerodigm Wealth LLC in New York, NY, with credentials including Series 63 and Series 65 licenses. He has about 10 years of experience in the industry, having previously worked at firms such as Merriman Wealth Management and Concreit, Inc. Aguayo is also affiliated with Confluence Technologies. Aerodigm Wealth provides discretionary investment management and financial planning to individuals, high net worth clients, trusts, estates, and business entities. The firm follows a passive, asset-allocation driven investment approach grounded in Modern Portfolio Theory and employs independent third-party money managers as part of its strategy.