CHFC®, EA, CPC, QPFC®, MSPA
Jared is an Enrolled Actuary, Certified Pension Consultant, Qualified Pension Administrator, Qualified 401(k) Administrator, Qualified Plan Financial Consultant, Chartered Financial Consultant, and Member of the Society of Pension Actuaries. He brings 15 years of experience in working with pension plans and helping business owners manage their plans and optimize their benefits. While he has worked with plans of all sizes (from 1 participant to thousands of participants, both domestic and international) since 2014, he has worked predominantly with dentists and knows how their practices and financial objectives work.
Jared is a graduate of Central Michigan University with a Bachelor of Science in Business Administration, majoring in Finance, and a minor in Economics.