Designations and Licenses

Jared is a CERTIFIED FINANCIAL PLANNER® professional.

Experience and Education

Jared provides clients with comprehensive wealth management services to help them achieve their goals as well as integrated planning and strategies to help them grow and protect their wealth.

Jared holds a Bachelor of Science in Business Administration with a focus on Financial Planning and Economics from the Creighton University Heider College of Business.

Personal Interests

Jared enjoys spending time with family and friends and traveling to new places. He supports the Eating Recovery Foundation with his wife and is an active member of the Colorado Financial Planning Association.

Certified Financial Planner Board of Standards Center for Financial Planning, Inc. owns and licenses the certification marks CFP^®, CERTIFIED FINANCIAL PLANNER^®, and CFP^® (with plaque design) in the United States to Certified Financial Planner Board of Standards, Inc., which authorizes individuals who successfully complete the organization’s initial and ongoing certification requirements to use the certification marks.