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 has a laser-like focus and shares a great capacity for listening and counseling with his mentor, Rick Tsoumas.
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 General Securities Representative license (Series 7) and his Uniform Combined State Law license (Series 66). Jared is now pursuing his CERTIFIED FINANCIAL PLANNERTM (CFP®) designation and plans to sit for his exam in 2020. Outside of work, he enjoys supporting and participating in all things local, as well as spending time with friends and family.