Aaron Lieberman CFP®, CDFA®

Managing Partner

I have been helping my clients navigate retirement challenges in this ever-changing world for more than 20 years. As I build a rapport with clients, they are comfortable to talk about their money and their financial goals. I know investing can be simple. With some “invested” time and quality advice, we can all know financial success. My mission is to lower the stress concerning financial matters to assist clients moving comfortably and confidently through each phase of their life.

As a Financial Advisor with a Certified Financial Planner™ designation, I understand the unique phases each client experiences in life. Maybe you are concerned about saving for college, the status of the market, how to pay for healthcare in retirement, or whether to pay off a home or sell a business. Everyone is concerned about the legacy they will leave.

I am determined to help navigate these challenges so you can leave the legacy you envision. Your preferred plan and asset allocation will be constantly monitored to review your progress using comprehensive services such as asset allocation and investment management across all account types-individual, joint, business, taxable, and tax-deferred: IRAs, 401K’s and rollovers from retirement plans, strategies for navigating Social Security and Medicare, legacy and business succession plans and strategies for managing financial risk, long term care, and annuities.

Often, my clients send me beautiful notes thanking me for being their financial advisor that I read regularly. These notes are a reminder of why I do what I do; helping provide clients with the confidence to pursue their ideal lives and opportunities with empowerment.

Originally from Albany, NY, my wife Jackie and I have lived and raised our family in Old Bethpage, NY since 1999. As a 14-time marathoner, I have leveraged my love for running into an unwavering commitment of philanthropic contributions totaling over $25,000 for Autism research to date.

Diana Rabin

Vice President of Operations

With over two decades of experience in the financial industry and a passion for helping others, Diana Rabin has been an integral part of Marathon Wealth since its inception.  Diana manages day-to-day operations with diligence and works very closely with Aaron. Often the first voice a client hears when they call our office, Diana is happy to provide assistance with any needs or concerns.  Her dedication and professionalism are evident in making the client experience a positive one as well as all of the work she does to help Marathon Wealth grow.  Diana and her husband Greg have two children and enjoy family time, the beach and live music!


Our Partner Network

 

Wealthshield Partners

Clint Sorenson, CFA®, CMT®
Managing Partner

Clint Sorenson, CFA®, CMT® is one of the Managing Partners of WealthShield Partners, LLC. For the last decade, Clint has been focused on innovative strategies for enhancing and accelerating the traditional investment landscape. He has developed several proprietary quantitative strategies that combine behavioral, fundamental and technical analysis for a truly holistic market view.

Proficient in a variety of areas, Clint’s work across WealthShield Partners, LLC is diverse and broad-reaching. Clint oversees the development and maintenance of all asset allocation models for our advisors. The purpose of his strategies is to equip advisors to successfully mitigate risk while attempting to maximize value over the long term.

 

Robert Leggett, CFA®, CFP®, JD®
Managing Partner

Robert Leggett is a Chartered Financial Analyst, Certified Financial Planner, and Managing Partner of WealthShield Partners, LLC. Robert’s career spans more than two decades in business, including extensive work in financial services, legal, tax, real estate and accounting, which gives him the diverse experience needed to manage and grow wealth in today’s marketplace.

 

David Stefanick, CFA®
Director of Research

As the Director of Research, David helps steer the strategic direction of the organization. David leads the investment team at WealthShield Partners, LLC which is focused on creating innovative investment solutions for the firm’s partners and clients.

From research and white papers to portfolio and index creation, David and his teamwork to provide academically defensible and behaviorally palatable solutions that get investors to their financial goals.

 

Liberty FI Partners

Walter (Trey) Ruch, Iii
CEO

Mr. Ruch has more than 30 years of experience in investment management consulting, trust, and financial planning. For the past 20 years, he has worked as an executive for two regional B/D holding companies, where he served concurrently as Chairman and CEO of their Trust Company and as Managing Director of all retail products and advisory services. He was directly responsible for technology, operations and compliance of these subsidiaries. 

 

Alli Jordan
Coo

Mrs. Jordan has been in the Financial Services industry for seven years. She was previously employed by Sterne Agee and Leach, Inc., where she was an investment analyst and business consultant for the wealth management division. Mrs. Jordan worked with Sterne Agee financial advisors, consulting with them on how to make their books of business more efficient by utilizing technology. She served as the principal Envestnet administrator and relationship manager for the company and coordinated conversion and support for her firm and the external RIAs and IARs using the Envestnet system.