Jared has more than 10 years in the financial services industry and makes a point of staying up-to-date on current trends and ideas that will best serve his clients, especially when it comes to his extensive knowledge of capital markets, fixed income, wealth preservation and options trading. Jared was recently featured as a Five Star Wealth Manager under 40 in Fortune magazine. He and his wife Lauren are passionate about fitness. Along with their two daughters Maisie and Finnley, they enjoy staying active as a family. Jared is also a Five Star Wealth Manager (2020-2023)* award recipient.

*Award criteria based on 10 objective criteria associated with providing quality services to clients such as credentials, experience and assets under management among other factors. Wealth managers to not pay a fee to be considered or placed on the final list of 2020, 2021, 2022 or 2023 FIVE STAR Wealth Managers. Awarded 9/01/20 for the period of 12/23/19 - 7/10/20. Awarded 9/01/21 for the period of 11/30/20 - 6/25/21. Awarded 9/01/22 for the period of 12/13/21 - 6/10/22. Awarded 1/1/23 for the period of 4/18/22 - 10/21/22. Awarded 01/01/24 for the period 04/10/23-10/31/23.