Jared adds an additional layer of analytical and technical expertise to the Investment Committee. His background includes extensive experience in computer science and finance. Jared attended Indiana University-Bloomington for his undergraduate business and computer science degrees and the University of Iowa for his MBA with a finance emphasis. 

In the 1990s, Jared was instrumental in the founding and successful growth of an internet service provider that was later sold to a national provider. Jared also worked as a business analyst and derivatives broker before entering the wealth management profession.

Jared’s experience in data analytics and research has enhanced the technologically intensive elements of the financial, estate, tax, and investment planning disciplines. His responsibilities as an advisor span the breadth of these areas and, within the investment planning realm, also include portfolio construction and management, asset allocation, and individual investment selection.

He has developed diverse research pursuits in the areas of behavioral finance, portfolio theory, economic history, and macroeconomic analysis. Jared has particular interest in security analysis within the information technology and healthcare spaces. In an ancillary role for investment evaluation and selection, he is responsible for leading the development and ongoing refinement of a proprietary quantitative screening model that examines the fundamental and technical components of individual securities. 

Jared is an active participant in volunteer activities. He enjoys working at local shelters and has volunteered time for various hospitals and the United Way. He is closely involved in the Disque Foundation, supporting the mission to advance and provide healthcare education to underserved areas, both domestic and abroad. Jared is an avid reader. He and his wife Lisa enjoy gardening and travel.