CPA, wealth advisor
Office Phone: 319-235-6561
Jared and his wife, Lisa, have called the Cedar Valley home for the last 15 years. They have three kids, Will and twins Isaac and Nolan. When they aren’t keeping busy following the kids activities, you can find Jared fishing, backpacking and enjoying other outdoor activities. As a family they have made it a goal to attend a home game for every professional baseball team. So far they have made it to 9 of the 30 stadiums.
Jared brings to the team over 20 years of experience in financial services, tax, accounting and small business consulting. His tax background adds a significant piece to the financial planning process to maximize tax efficiency.
- Security licenses: Seres 6, 63, 65
- Life, health and variable annuity licensed
- Certified Public Accountant licesed