As a Senior Financial Planner, Jared oversees the financial planning offering for the firm. His role includes working with our financial advisors to create custom financial plans and deliver high-quality, actionable recommendations for our clients. Jared believes that a thorough and well-designed plan can have a significant, positive impact on the quality of life for our clients.
Jared has gained extensive experience throughout his career preparing and designing financial plans across a diverse group of clients with broad financial circumstances and objectives.
When Jared is not creating financial plans, he still puts his planning skills to good use. He is a self-deemed ‘board game guru’ and also enjoys playing video games. He lives in Copley, Ohio, with his spouse, KC, and his cat, Chonk.
