Life isn’t a one-size-fits-all journey. That’s why no two clients should have to plan for what lies ahead in the same way. Tailoring financial plans to help make the diverse goals and dreams a reality for clients and their loved ones is what Jared appreciates most about working at TPG. In his role, Jared assists the firm's financial professionals with generational wealth building through the development, presentation and execution of custom financial plans.
Jared joined the TPG family in 2018 after graduating from Grand Valley State University with a bachelor’s degree in finance. Since joining TPG Jared has earned his CERTIFIED FINANCIAL PLANNER™ designation, General Securities Representative license (Series 7) and his Uniform Combined State Law license (Series 66). Outside of work, he enjoys supporting and participating in local events, hiking, golfing, as well as spending time with friends and family.