Jared A. Werksma
Financial Advisor|ChFC®, CLU®
Get to know my dedicated team
Each of us are committed to providing exceptional service. If you need to schedule an appointment, request service, or have a question about a policy or account, please don't hesitate to contact us.
Kasey McCarl
Assistant
Kasey is a dedicated Financial Representative Assistant at Jared's practice. Previously, she worked on management teams at early learning centers in both Michigan and Colorado, bringing a strong background in administration and client service.
With a passion for helping others and a keen eye for detail, Kasey supports the practice by assisting with financial planning, managing client communications, and ensuring smooth day-to-day operations.