Jared As Your Wealth Management Advisor, CFP®

Jared is focused on supporting his clients toward their financial goals. By accessing a wide range of technology, information, and relationship-based resources, Jared has access to powerful perspective which he leverages in this mission. But the most important inputs he receives come straight from clients themselves! Jared especially enjoys learning about his clients’ experiences, values, and desires in order to best serve them in attaining their aspirations. 

Jared believes in the power of taking consistent small actions today to facilitate success in the long term. In observing him follow this philosophy, Jared’s friends and family have come to know him as straightforward and reliable. Now, so do his clients!  By helping them align their finances with their goals, and guiding them in staying on track, Jared empowers them to recognize that taking these steps to move ahead is actually less risky than the seductive comfort of inaction.

Jared Outside of Work

Besides dedicating himself to his clients, Jared also works to strengthen Salem as a whole. He participates in community building activities as member of the West Salem Rotary Club and Willamette University and Groundwork alumni. 

In May 2022, he married his love Ali Parkerson. Jared is a big baseball fan, an avid hiker, and CrossFit.  Always looking to learn more, he’s a voracious reader and especially enjoys enlightening discussions with friends and family.

To Jared, knowledge, growth, wellness, love, and peace are the foundations of fulfillment. Through his work, he helps his clients transform their finances to support their values and live lives that are rich in every way – confident they’re on a path that leads where they want to be.  He appreciates every day the opportunity to do this and looks forward to continuing to help people discover and attain all of life’s possibilities.

Jared and Ali - Engagement