Jared has always had a desire to share his knowledge with others to help improve their lives. As a personal trainer during college, he advised others regarding their health. On his religious mission he taught others spiritually. So after an internship alongside Marty Watkins he knew he wanted to advise others in regard to their finances as his life-long career and became licensed as an Investment Advisor Representative.
Jared has a Bachelor’s degree in Accounting which provides the additional benefit of tax planning strategies. He has also gone on to earn his Masters of Science in Financial Services from the American College of Financial Services, and is working towards the Certified Financial Planner designation.
Jared is one of the lead advisors of our Idaho practice, Idaho Medical Association Financial Services. Jared’s attention to detail and strong motive for ethics in finance is what made him the perfect candidate as the firm’s Chief Compliance Officer. He is driven to ensure our clients are served with the highest fiduciary standard.
Jared is passionate about physical fitness and traveling and is always on the hunt for his next adventure, both locally and worldwide. He also enjoys playing board and card games, watching a great movie, and spending time with his wife and two kids.