About 

Jared joined the firm in 2025 as a Client Service Associate. Originally from Sterling, MA, he brings a strong background in operations and customer service through his experience managing his family’s small business – a local marketplace that includes a farmstand, deli, and butcher shop. He graduated from Worcester Polytechnic Institute with a degree in Industrial Engineering in 2025. In his current role, Jared supports both clients and advisors by assisting with a variety of service, planning, and operational needs across the firm. 

Accomplishments and Goals 

Jared was valedictorian of his high school class and completed the 2025 Summer Externship in financial planning. He is also certified in eMoney Fundamentals. Jared is currently pursuing the coursework required to become a CERTIFIED FINANCIAL PLANNER™ professional and aspires to work with clients directly, helping individuals and families make confident financial decisions and positively contribute to his community. 

Giving Back 

Jared has volunteered at the Wachusett Food Pantry, YOU Inc., and other local organizations focused on food insecurity and community support. He is currently exploring new opportunities to get involved in the Worcester area, with a particular interest in volunteering at local animal shelters. 

Just for Fun 

Outside the office, Jared enjoys staying active through regular exercise and weightlifting. He is an avid basketball fan and enjoys following his favorite team, the Celtics. His hobbies also include line dancing, playing the piano, fishing, and spending time outdoors. He recently picked up golf and enjoys attending live music events, especially country music.