For over two decades Jarrod has worked with families in the Central Valley, focusing on relationships and developing plans to help them reach their goals. Some of the common concerns that many of Jarrod’s clients have include maintaining a certain lifestyle in retirement, providing wealth for future generations, and/or guidance on choosing tax-efficient investments. He also works with business owners who are getting ready to build, sell, or reorganize a business. Jarrod can help navigate these complex issues through a long-term investment approach. With extensive experience throughout major shifts in the markets, Jarrod has dedicated his career to delivering the personalized investment planning services his clients deserve.
Jarrod began his career as a financial advisor in 1995. He joined Wells Fargo Advisors in 2010 to take a team approach in providing personalized financial advice for both individual and institutional investors. Jarrod joined Raymond James in 2017. He attended The Wharton School of Business where he completed the Executive Education Program for Financial Advisors.
Away from the office, Jarrod spends his free time with his wife, Emily, and their two children Gabriella and Logan. They like to stay active both physically and mentally, whether it’s skiing together in the mountains or coaching their kids in soccer. Jarrod especially enjoys tennis and flying. He received his pilot license in 2010. Jarrod has a strong commitment to service which carries over to his involvement with the local community. He served for eight years on the Board of Directors for the Fresno Rescue Mission. He is currently serving on the St. Anthony’s School Board.