Jared is a Retirement Income Specialist with over a decade of experience in the financial services industry, helping individuals and families build confidence, clarity, and peace of mind around their financial future. Having served thousands of satisfied clients, he has earned a reputation for integrity, thoughtful guidance, and a truly client-first approach.
Rather than focusing on a product, his philosophy centers on providing comprehensive and well-rounded solutions tailored to each client’s unique goals and concerns. Known for listening carefully and asking the right questions, he approaches every relationship as an educator first—empowering clients with the knowledge they need to make informed and confident decisions about their retirement and long-term financial security.
Through partnerships with multiple financial institutions, Jared maintains complete independence and objectivity. He has no allegiance to any single company, which allows him the flexibility to truly advocate for his clients’ best interests and recommend strategies based solely on what aligns with their needs. At the heart of his practice is a deep commitment to integrity, service, and gratitude for the opportunity to help change lives by providing peace of mind for the future.
Outside of work, Jared is a devoted husband and father. He is married to the love of his life, Danielle, whom he met while serving together on their church’s praise and worship team. They were married in an intimate backyard ceremony during the pandemic in 2020 and welcomed identical twin daughters, Layla and Lainey, in 2024. A longtime resident of Nashville, Tennessee for over 25 years, he previously lived in Missouri and Los Angeles, experiences that have shaped his perspective and appreciation for diverse backgrounds and goals.
He looks forward to the opportunity to work alongside you, helping you navigate important financial decisions as he helps you build a future with confidence and peace of mind.