Jarrad enjoys helping clients with life’s puzzling choices. Whether clients need retirement income planning, tax strategies, legacy planning, or anything in between, Jarrad is there to support them.
Jarrad treats his clients like family, and you may just find yourself at one of his Ranch House barbecue get-togethers.
Jarrad has been married for over 20 years and has three children. In his free time, he enjoys hiking, riding bikes, fishing, visiting old lighthouses and mom and pop restaurants, and veering off the beaten path to find hidden gems. He has a passion for music and enjoys playing the piano. He also volunteers his time with his church and has spoken at various home education conferences.
Investment Advisory Services Offered Through Team Financial Group, LLC, a SEC Investment Advisor located in the State of California DBA Team Wealth & Tax Advisors. Insurance products and services are offered through Team Financial & Insurance Services, LLC, an affiliated company. CA License #0L50753. All Tax related services provided through TeamTax, a separate company.
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