Meet Jared

 

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.

 

 

Favorite Food(s):

Peanut Butter, Oatmeal, Chicken Souvlaki

Favorite Quote:

“There may be people that have more talent than you, but there’s no excuse for anyone to work harder than you do.” – Derek Jeter

Favorite Holiday:

Thanksgiving

Favorite Book:

The Intelligent Investor by Benjamin Graham

Favorite Movie(s):

Wedding Crashers, The Godfather

Favorite Teams:

Yankees, Islanders, Jets

What Motivates Jared:

His family

Place he would most like to visit:

Greece