About Me

I grew up on the West Side of Cincinnati in a blue collar household and attended Miami University. While there, I studied business, majoring in Finance. During my senior year I joined Northwestern Mutual as part of the prestigious internship program. Thanks to my incredible mentor and team of leaders, I discovered my passion for serving people in the realm of financial planning. 

I now reside in the East Side of Cincinnati in Silverton. When I am not working, I enjoy snow skiing, playing softball, and spending time with my family, friends and fiancé Mary.

engagement photo

Jared's Mission

I want to live in a world where my clients can achieve financial independence and have confidence in how they are spending their time and their money, while also enjoying the fulfillment of a long-term client advisory relationship. Creating a balance is what I am here for.

My team and I have developed unique diversification and distribution strategies surrounding our clients compensation models, as well as tax strategies to reduce clients’ liabilities upon distribution. We specialize in developing customized and individualized ideas for our growing clientele.

Working together, we can help you identify your financial goals and objectives to help you prepare for the future and help protect you if life takes an unexpected turn.

Awards & Achievements

  • 2022 New Advisor of the Year 
  • Leadership Team Member for NM Internship Program
  • College Unit Captain
  • College Unit Director
  • 2023 Fastrack Graduate

Years of Experience

Representing Northwestern Mutual since 2021.

Education

Bachelor's Degree in Finance, Miami University

Here are my areas of expertise

Tax-Efficient Strategies

Investment Planning & Strategies

Retirement Planning & Income Strategies

Financial Planning

Education Planning & Funding

Disability Planning

Life Insurance Strategies

Long-Term Care Planning

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