Jared is an experienced financial advisor specializing in investment asset allocation, family planning, retirement income planning, tax minimization strategies, and estate planning services working with high-net-worth individuals and families, closely held businesses, top executives, and successful professionals. He is skilled in working with clients to identify their goals, priorities, and any issues in their current planning, then breaking down the steps needed to achieve those goals into an easily ascertainable format. Jared is passionate about helping his clients and providing the best experience for each and every client he partners with.
Jared is a Certified Public Accountant (CPA) and started his career with Grant Thornton in their tax department in Denver, CO. After leaving public accounting, Jared worked for Robert Half in their Accounting and Finance staffing teams, and then started in Financial Advisory at Merrill Lynch before joining his father Scott and grandfather Richard at Krim Associates. His educational background includes a Master’s of Science in Taxation and Bachelor’s of Business Administration with a major in Finance both from the University of Miami.