Jared is a real family man. And he cares about his clients as though they are family. It's really the way the practice has been set up—to have every client be the most important client. There are no cookie-cutter plans. Everyone has an individual story and deserves an individual plan. Jared works with people who are just starting to invest to more sophisticated investors who are transitioning their portfolios over to Compass or Corning Financial Solutions.
Jared has the same values he was raised with as a native of the Finger Lakes region in Corning, New York. He graduated from Corning-Painted Post East High School and left to attend the University of Pennsylvania and play lacrosse for the Penn Quakers.
After he graduated from Penn, Jared worked for a few years managing a restaurant in University City. But he was called to a different path, and in 2003, he joined the staff of Benefit Planning Services as an intern. Soon after, he became a licensed brokerage assistant and then a financial advisor.
He holds several different securities licenses as well as life and health insurance with long-term care, and he is an Accredited Investment Fiduciary®. Jared's goal to become a CERTIFIED FINANCIAL PLANNER® practitioner
is now being realized.
Jared realized a need for the financial planning ideals of Compass Financial Solutions in his native area and was responsible for opening the Corning Financial Solutions office in 2006. He works closely with clients at all stages of life, from single men and women, to new families and retirees. He has continued to build his financial advising practice here, based on his own knowledge and experience and the strength and legacy of Benefit Planning Services (and its newly branded subsidiary Compass Financial Solutions), which has been in business for 30 years.
Jared enjoys spending time with his young son and wife and enjoys skiing, golfing, camping, and a good lacrosse game.