More About Jared
I am a Charlotte financial planner who works with individual clients in Charlotte, North Carolina, Atlanta, Georgia and other locations, helping them plan for all facets of their financial futures. I also serve as Chief Operating Officer for the firm, ensuring all aspects of the firm’s operations– from platform reporting to financial transactions to client service– are executed correctly, securely and meet all compliance requirements.
My career in financial services began in March of 2008. Starting at that point in time during the credit crisis has significantly influenced my approach and perspective with regard to planning for my clients.
I joined Crown Capital Securities and Abiding Wealth Advisors and subsequently moved to Charlotte, North Carolina in June of 2011. Because my strong ethical beliefs and values were so closely aligned with the others in the firm, it was an instant fit for me.
I live in Fort Mill, South Carolina with my wife Megan and our two sons, Greyson and Gains. I also play in a Charlotte men’s ice hockey league and love to play golf.