About
Jared
Jared focuses on helping clients navigate complex financial decisions, build long-term strategies, and pursue sustainable growth.
He has four years of experience in the financial services industry, beginning his career at Fidelity Investments in Denver, Colorado, where he provided operational support and delivered foundational client education. He later joined a boutique wealth management firm, advancing from Associate Financial Planner to Head of Planning, where he led comprehensive financial planning initiatives and deepened client relationships.
Outside of the office, Jared enjoys spending quality time with his family and embraces his role as a proud part-time uncle. He is passionate about continuous learning and empowering others through education and guidance. In his free time, he can often be found exploring Seattle’s craft coffee scene, discovering new neighborhoods, hiking in the Pacific Northwest, and seeking new travel experiences.
Education and Professional Milestones
-University of Colorado Boulder - bachelor’s degree in business administration with an emphasis in finance and a bachelor’s degree in political science
Jared focuses on helping clients navigate complex financial decisions, build long-term strategies, and pursue sustainable growth.
He has four years of experience in the financial services industry, beginning his career at Fidelity Investments in Denver, Colorado, where he provided operational support and delivered foundational client education. He later joined a boutique wealth management firm, advancing from Associate Financial Planner to Head of Planning, where he led comprehensive financial planning initiatives and deepened client relationships.
Outside of the office, Jared enjoys spending quality time with his family and embraces his role as a proud part-time uncle. He is passionate about continuous learning and empowering others through education and guidance. In his free time, he can often be found exploring Seattle’s craft coffee scene, discovering new neighborhoods, hiking in the Pacific Northwest, and seeking new travel experiences.
Education and Professional Milestones
-University of Colorado Boulder - bachelor’s degree in business administration with an emphasis in finance and a bachelor’s degree in political science