Jared joined IG Wealth Management in 2015 as a Financial Consultant and transitioned into the Estate & Insurance Specialist role in 2023. He holds the CERTIFIED FINANCIAL PLANNER designation. 

His focus is on risk management and advanced strategies for high-net worth clients. These strategies can provide for significant wealth accumulation and estate preservation. Jared has an affinity for translating the complexities of the financial industry into comprehensible and comprehensive strategies that resonate with client goals and desires.

He is passionate about ensuring our clients are protected from life’s unknowns, and that their financial plan is built with maximum tax efficiency.