Jarrod has spent well over two decades building relationships with families and developing plans to help them achieve their financial goals. Many of his clients share such common concerns as: maintaining their lifestyle into retirement, providing wealth for future generations, choosing tax-efficient investments and preparing to build, sell or reorganize a business. Jarrod helps navigate these complex issues with a people-first focus, a long-term investment strategy and a calm, confident approach developed through many major shifts in the marketplace.

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After launching his career as a financial advisor in 1995, Jarrod attended California State University, Fresno where he studied Business Marketing.

He learned how a team can provide personalized financial advice for both individual and institutional investors. In 2017, Jarrod joined Raymond James Financial Services. He also attended The Wharton School of Business, completing the Executive Education Program for Financial Advisors.

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Away from the office, Jarrod mostly enjoys spending time with his two children, Gabriella, and Logan. Skiing is a favorite pastime. Jarrod also enjoys golf, pickleball, tennis and flying, earning his pilot license in 2010.

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Jarrod has a strong commitment to service which carries over to his involvement with the local community. He has served on the Board of Directors for the Fresno Rescue Mission and St. Anthony’s.