Jared joined Access in January of 2014. In his role as Investment Support Specialist, Jared assists in the development of Asset Allocation and Equity Trading Models. He is also responsible for the research of new investment opportunities and strategies for our clients. .
Jared graduated from the University of Wisconsin – La Crosse in 2009. He holds a B.S. in Finance and an Economics Minor.
He is member of the Junior Achievement satellite board in Manitowoc, and volunteers through Junior Achievement at local schools to foster work-readiness, entrepreneurship and financial literacy skills.
Jared’s analytical skills drive the seamless integration of Financial Planning and Investment Management Solutions for clients of Access.