Leadership

Jared Weber 

President

 

Knowledge is the key to a successful financial future. My background, experience and commitment to providing you with the resources you need to make financial decisions, can help make your financial future as successful as you need it to be.   I pride myself in getting to know each client so that I can understand their individual needs and what matters most to them.  This helps me recommend products and strategies designed to meet their current needs, and more importantly, their future needs.

As part of my dedication to serving my clients I have achieved and continue to maintain the Chartered Financial Consultant ChFC® designation.

I attended Union College and graduated with a Bachelor’s of Science Degree in Mathematics.  At Union my belief in the importance of education was reinforced and that has a become an important mission of my business.  Making sure that individuals are educated on what’s missing from their financial plans and truly understand the approach we are taking are top priorities of mine.

Outside of my career, I enjoy spending time with my wife and two daughters.  We enjoy hiking, biking and spending time at the beach.  I stay active in my community and am involved in several local Chambers of Commerce and charities.