Managing Director - Financial Advisor, Senior Portfolio Manager - Portfolio Focus
The focus of Jared’s business is on solidifying strong, personal relationships with clients. One of Jared’s areas of experience is in constructing formal investment plans to help his clients measure the feasibility of their success in accomplishing their personal financial goals. Once the goals are established, Jared works with his clients to establish a plan designed to build and maintain their wealth in a tax-efficient manner.
I am very proud to be recognized as a Forbes Best-In-State Wealth Advisors in 2021, 2022, 2023, 2024, and 2025 and an AdvisorHub Advisor to Watch in 2022 and 2023. I am pleased to be a part of this respected group—because it means I’m serving my clients well.
AI is seldom out of the headlines in 2025, with defining developments coming one after another. We look at where AI is today and how its promise is matched against technological, economic, and geopolitical challenges. Read the Global Insight Monthly »
I welcome you to experience the RBC Wealth Management difference yourself. Contact me today to set up a meeting.
After starting the year with market turmoil and trade concerns, ultra-high-net-worth family offices are adjusting their strategy to protect and grow their wealth.