Jared is a member of the firm’s wealth management practice. He provides individuals, families, executives and business owners with expert advice in the areas of asset management and comprehensive financial planning. As a certified financial planner, Jared works to provide clarity and peace of mind for clients by creating customized investment solutions, as well as designing holistic financial planning solutions to meet client’s goals and objectives.
Texas
Bachelor of Science, personal financial planning
Texas Tech University (Lubbock, Texas)