Jared Sutton
CFA, CFP®
Partner, Financial Advisor
...
Education
BS, Business and Information Systems, Minors in German and Computer Science, Indiana University – Bloomington
MBA with Finance Emphasis, University of Iowa
Bio
Jared works to help people get clear about their objectives, why they’re important and how to make them happen. The firm takes a “whole person” approach. Our comprehensive, values-based method is highly valued by clients and is revolutionizing the way planning should be. Jared’s background includes technology and finance. He also holds the highly regarded industry designations of Certified Financial Planner™ and Chartered Financial Analyst (CFA®).
Joined Firm
2008