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More About Jared
Jared approaches financial planning from his background in mentoring and coaching. After time spent in the nonprofit world working alongside families experiencing homelessness and first-generation college students, Jared pursued a career in financial planning to combine his passion for helping people identify, prioritize, and reach their goals with his passion for personal finance. With years of experience working with business owners, working professionals, and retirees, Jared aims to help clients align their finances with their values to live a fulfilling life. Navigating student loans with his wife, a pediatric resident physician, Jared immersed himself in the research and strategy of optimizing federal student loan management to help others incorporate efficient student loan planning into their financial life.
Jared lives in West Hartford, Connecticut, with his wife, Lauren, and black lab, Wrigley. While not enjoying a ‘family walk’ in the neighborhood, trying a new international recipe, or soaking up live music, they pursue their wanderlust together and have enjoyed extended time living in Ghana and Rwanda, with many adventures elsewhere around the world.