Jared is a CERTIFIED FINANCIAL PLANNERTM professional wealth advisor at SageView Advisory Group. Prior to joining SageView, Jared was a Wealth Advisor at Bloomfield Hills Financial, an independently owned wealth management firm, providing investment guidance and excellent client service to individuals, executives, and business owners to pursue the preservation of their purchasing power throughout their lifetime.
Jared earned his bachelor’s degree in finance from Walsh College and has several years of experience in the financial services industry. He currently holds his Series 7 and 66 registrations along with his Life and Variable Annuities licenses and is a certified National Social Security Advisor(NSSA®). Jared is a Certified Wealth Strategist, CWS® and Accredited Investment Fiduciary, AIF®. He is also an active member of the Detroit Economic Club.
When Jared is away from work, he enjoys spending time outdoors whether it be hiking, mountain biking, golf, or tennis. He is a member of Toastmasters International and enjoys mastering the skills of public speaking. Jared takes pride in volunteering his time with several organizations including the Detroit Veteran’s Housing Kitchen and the Samaritan House in Washington Township.