Jared combines precision and care to help clients feel secure today and confident about their future. Since joining Echo Wealth Management in 2018, he has specialized in building customized financial strategies, optimizing portfolios, and streamlining processes to ensure clients’ goals remain on track.

A graduate of Saint Mary’s University of Minnesota with dual degrees in Finance and Business Intelligence & Analytics, Jared applies a data-driven approach to wealth management. He has been instrumental in enhancing the Echo Dashboard, a powerful tool that aligns financial plans with client aspirations. Jared also oversees trading and investment research, providing insights that complement Echo’s strategic leadership.

Born and raised in Wisconsin, Jared honed his focus and teamwork as a college hockey assistant captain—skills he now brings to his work with clients. Residing in Saint Paul with his wife, Lex, he enjoys staying active playing hockey, golf, and tennis.

Jared’s dedication to refining strategies and fostering collaboration ensures clients have the clarity they need to navigate their financial journey with confidence.