Private Wealth Manager
Jarrod graduated from Wichita State University in May 2013, where he was a member of Beta Theta Pi Fraternity and held various leadership roles during his time. He still supports the organization as an alumnus by serving as an advisor on their Housing Corporation and Alumni Relations Committee.
Since 2010, Jarrod has served clients in a number of different roles including providing administrative support, conducting client benefit reviews for healthcare-related coverage for those in retirement, and serving as a member of the client case design team. He now enjoys helping clients with a number of issues including insurance planning, retirement income strategies, healthcare-related benefits, investment management solutions, and tax-efficient wealth protection and distribution strategies. Jarrod’s experience is instrumental in helping him clearly understand clients' concerns and identify ways to help them avoid irreversible mistakes so that they are better able to enjoy their retirement without having to sacrifice the lifestyle they've grown accustomed to. Jarrod strives to help clients meet their financial goals by utilizing our team based planning approach to help ensure clients make appropriate long-term decisions in light of their personal goals and values. Jarrod enjoys helping those of all ages take the proper steps to be able to enjoy their retirement.
Jarrod was born and raised in Wichita where he resides with his wife, Danielle, and their two sons, Beckham and Rowan. Jarrod enjoys coaching sports for his two sons, traveling, and spending time with friends and family. Jarrod and Danielle are also active members at Christ the King Church in Wichita.