Jared has always wanted to be a financial professional. After years in the industry, he has found it’s his relationship with clients he loves most and that is seen clearly in his work ethic.
He takes a holistic approach rather than the standard path to achieve financial success, which always resonates with his clients. Outside of work, Jared enjoys spending time with his wife and children.
As a family, they enjoy taking the boat out in south Louisiana’s waterways- There’s nothing quite like enjoying nature!
To provide excellence in service and innovative financial product design to help our clients reach their financial objectives. We specialize in helping our clients with the creation, maximization, protection, and enjoyment of their wealth by advocating for them to make informed financial decisions that reflect their value system, love of family, and commitment to the community.
Business Exit Strategies
Exit Planning is the creation and execution of a strategy allowing owners to exit their businesses on their terms and conditions. Each business is unique and we can walk you through how to transition over to the next generation with a plan that works for you.
The most common reasons to get a business valuation are when the company owners are considering selling the business or merging with another company. The results can also be used as leverage when trying to attract investors or when you are ready to exit the business and pass ownership along to another partner or family member.
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3500 NORTH HULLEN ST. SUITE 17 G