Investment Advisor Associate
Jared is an Investment Advisor Associate for our Wealth Management Team. He focuses on client service, as well as reporting and planning. Prior to joining Cherry Tree, Jared interned with Bernicke Wealth Management, where he was introduced to all different areas of a wealth management firm.
In his free time, Jared enjoys playing and watching hockey. He is an avid Gopher and Wild hockey fan. He also enjoys golfing, snowboarding, and being on the lake as much as possible during the summer.
- Client service
- Comprehensive Reporting and Planning
- Financial Analysis
- Investment Research
- BA., Finance, University of Wisconsin – Eau Claire
Financial Planning Intern, Bernicke Wealth Management