Jared graduated from Texas A&M where he earned his Bachelor of Science in Engineering and worked with Pratt and Whitney working on jet engines through the cooperative education program during his undergraduate studies. However, quickly after graduation he realized that he had a yearning to help people more directly where he felt that they needed help most, in their family finances from tax to budgeting to estate to investment management. Jared joined H.D. Vest Financial Services in 2006, and held several positions learning the financial planning business from recruiting, wealth management, and insurance and estate planning. Following HD Vest, Jared decided that he wanted to learn more about taxes and tax planning, so he went to work with 2 CPA firms, and most recently he served as the lead on a team that concentrated on advanced planning strategies with First Command. As of 2020, Jared was recruited to bring his experience and expertise to Smith Anglin.
Away from the office, Jared enjoys and puts most of his time into his family, wife and best friend of nearly 20 years, Kelley and beloved children Morgan, Grant, and Lillian, as well as his church family. Additionally, Jared loves to go on adventures with his family, be outside, landscape, and enjoy nature at his mini-farm with chickens, a garden, and his never-ending tree planting and shaping projects at his home.
“Where are we going? How do we get there? Questions that all of us want a caring, professional, and experienced answer to in life. I’m thankful to be part of the team that provides these answers day in and day out.”
Smith Anglin Accounting & Tax Group
14755 Preston Road, Suite 700, Dallas, Texas 75254