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.
- Works with individuals, families and business owners to develop and implement comprehensive financial plans
- Creates and designs efficient and effective investment portfolios that utilize unique strategies to help ensure client’s goals and objectives are met
- Coordinates recommendations and solutions to help clients address their business planning, investment management, retirement planning, estate planning, insurance and tax planning needs
- Financial Planning Association
- Texas Tech Personal Financial Planning Alumni Association
Location
Texas
Education
Bachelor of Science, personal financial planning
Texas Tech University (Lubbock, Texas)