Jared joined our team in October 2018 as an intern. He graduated with a bachelor’s degree in Business Administration from Ramapo College of New Jersey in May 2020. At TFG, he works with Debbie and Rob on special projects, including distribution planning analysis and Roth conversion reviews and analysis. He also utilizes special software to analyze the risk of client portfolios as well as help with client on boarding. Jared holds his Life and Health Insurance licenses through the State of New Jersey.
- Fields any client questions and concerns, and strives for client satisfaction at all times
- Assists with investment research and portfolio design
- Assists with client’s insurance needs and legacy planning to help make their lives easier!
- Assists with Wealth Plan design to ensure the client’s plan aligns with their goals
- Assists with Estate Planning and Trust coordination
Jared lives in Wyckoff, NJ with his family. When he isn’t studying he likes to watch sports, go to the gym, and spend time with his friends and family.