Upon graduating from the Davis Eccles School of Business at the University of Utah, Jared entered the financial services industry in 1997. As a general practitioner, Jared helps his clients in various aspects of financial planning from investment management to the strategic use of insurance to education funding. He focuses on the small business marketplace. Working collaboratively with clients, and their CPAs and attorneys, he helps small business owners develop and implement suitable recommendations for succession strategies, benefit strategies and wealth preservation.
Active in the industry, Jared is a member of the National Association of Insurance and Financial Advisors, serving on several different committees.
When Jared is away from his clients he can usually be found serving in his community, coaching baseball, football and basketball. His most rewarding time is spent with his eight wonderful children.
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Check the background of the investment professional on FINRA’s BrokerCheck