Jared discovered his passion for helping people work toward their financial goals and dreams while still in high school. He then attended Grand Valley State University, graduating in 2015 with a degree in Finance and Marketing. After serving an internship and beginning his career at a previous firm, Jared’s knowledge of finance combined with his passion for helping and educating others in pursuing their financial and life goals presents a great addition to our team.
Jared enjoys working closely with his clients to understand their financial goals. He helps his clients in many different ways including:
- Comprehensive financial and retirement planning
- Life insurance and long term care insurance planning
- IRA Rollover Services
- Business continuation and succession planning
- Qualified retirement plans for companies
- Education planning for families
Jared’s advice to his clients comes from an overall “faith in the future” theory as well as time tested investment principles.
When Jared isn’t helping clients, he enjoys spending time with his wife Jenelle. They enjoy being active outdoors together, remodeling their house, and traveling. Jared is also an assistant boys’ basketball coach at Zeeland West High School.