Our
Story
Get to Know Us
I am Jared, I currently work as a financial planner, with a focus on high-net-worth individuals, bringing years of experience to the business we acquire. My journey in personal finance began with an undergraduate degree in Finance from Brigham Young University - Idaho, followed by a Master's degree in Personal Financial Planning and Analytics from the Woodbury School of Business at Utah Valley University. After graduating college I went on to work in the venture capital world learning how to raise funds to invest in a vast pool of companies this is where my passion for entrepreneurship started. This pooled with my experience in college working on farms and construction sites, makes me no stranger to hard work.
Alongside my professional endeavors, my supportive wife Paris contributes her expertise as a dental hygienist, holding a Bachelor's degree from the Utah College of Dental Hygiene.
We are both excited about opportunities that lay before us and hope that we can work together with you!
Our Team.
Jared and Paris both come from entrepreneur focused families, from young ages both of us saw and learned what it takes to run a small business. We look forward to continuing your legacy and growing the business that you built.
