Private Wealth Manager
Acting in a fiduciary capacity, Jarrod’s primary objective is to give clients confidence and freedom about their finances. By analyzing the details of each client’s situation, he helps them solve complex financial problems and pursue goals they may not have thought possible. He spends ample time educating them about their options and opportunities, helping them see exactly how their wealth can work for them. In doing so, he helps them gain confidence about their futures so they can enjoy everything they’ve worked so hard for.
While Jarrod considers himself highly analytical and detail oriented, he caters his planning approach to each client, whether they want to review every detail or simply gain a better understanding of the big picture. His goal is to provide them everything they need to make wise decisions so they can create a plan that truly resonates with them.
Jarrod is a member of leading industry groups *MDRT and NAIFA.
*To qualify for membership, members must meet specific production/sales requirements, belong to at least one recognized financial or insurance organization, and agree to abide by MDRT's code of ethics. The membership is not representative of client experience and is not indicative of future performance or success.
Areas of Focus
Jarrod serves a variety of clients, from young families looking to get started on the right foot to those entering (or in) retirement. With more than a decade of experience, his clients value his knowledge and experience to lead them through the process, and he honors that by educating them and ensuring they have the information they need to confidently direct their plan.
Jarrod understands the challenge of shifting one’s mindset from working and saving to safely withdrawing and spending to enjoy the fruits of their labor. That’s why he collaborates closely with clients, presenting the numbers and projections so they can see clearly, how they’ll be okay, or what changes may need to be considered to get them on the right path. He gives them a practical plan to help them navigate this new financial landscape, avoid mistakes, and turn their assets into income—so they can maintain their lifestyle and truly enjoy retirement.
Education & Background
Jarrod started his career when he was a freshman in college at Wichita State, working part time at a local financial firm. When he saw the impact financial planning had on the clients’ lives, he began to tailor his studies for a similar career, earning a business degree with a minor in economics. After graduating in 2013, he joined the NoxNumis team as an insurance advisor, and is fully licensed to help clients develop comprehensive financial strategies to protect and maximize their wealth.
In addition to serving clients, Jarrod plays an active role in his local community. He is a member of the Knights of Columbus, a volunteer at his parish, and a board member of the Alumni Relations Committee at Wichita State. He is on the council for his children’s school, where he is also the athletic director, and he enjoys coaching his son’s baseball team.
Jarrod and his wife Danielle reside in Wichita, where they are blessed to live near both their families. He and Danielle met when they were just two years old (his parents were neighbors of her grandparents) and became high school sweethearts. They married in 2016 and have two sons and three daughters, the youngest of whom are twins. They love spending time outdoors, whether they’re playing basketball or making chalk drawings with the little ones. As a long-time coach, Jarrod spends lots of time at sporting events with his family, and he enjoys following Wichita State’s basketball and baseball teams. He also likes to go hunting and fishing with his sons