Initially I chose this career as it combined my gifts with my heart for helping people. It seemed a practical choice. A few decades later, I realize that the reason I stay in this career has more to do with the heart than anything practical. Yes, my education, advanced designations and experience enable me to create solid financial plans for our clients. However, the joy I experience when my clients realize financial clarity about their finances, is beyond rewarding. My motivation is to see the smiles and sighs of relief when I reveal to my clients, they can indeed afford to send their kids to college … that they can retire one day … they can leave a lasting legacy to their family and charities.

My personal story continues to be written. My husband, Brian and I are about to transition into the empty nest. Our greatest joy is our two daughters, Grace and Elise—who have also been the consumers of all our spare time. In our new chapter, I am looking forward to serving my community and spending more time with friends and family—especially over meals I have created. I also look forward to having more time to get out into the great outdoors gardening, skiing and hiking.  

Born and raised in Moorestown, New Jersey, Jared’s path led him to McDaniel College, where he earned his degree in Economics and Business Administration. He was drawn to financial services by a simple conviction: the decisions people make with their money shape the lives they’re able to live, and the right guidance can turn complexity into clarity.

As an Associate at Lantern Financial, Jared works alongside Bridgit Holly and the Lantern team, helping clients navigate increasingly complex financial lives with confidence and intention. He’s at his best when the picture isn’t straightforward, listening closely, asking thoughtful questions, and helping clients simplify decisions so they can move forward with clarity around what matters most. It’s a mindset shaped by his athletic experiences, where preparation and clear communication were essential.

Jared’s time playing college lacrosse, including two years as a team captain, taught him the value of teamwork, trust, and adapting when things don’t go according to plan. Those same qualities shape how he works with clients today, providing steady guidance, staying flexible, and helping keep everything moving forward.

When Jared isn’t helping make a client’s financial life easier, you’ll likely find him on the golf course, in the kitchen trying out a new recipe, or cheering on his favorite Philadelphia sports teams. As he and his wife step into the path of first-time parenthood, they’re embracing everything that comes with it including, lullabies getting stuck in their heads, mastering the ins and outs of folding a stroller, and the realization that two cups of coffee by noon may become the new normal for a while. When the pace of life slows down, they love unwinding together at the Jersey Shore.

With a passion for helping others and a commitment to strong relationships, Jared brings energy, purpose, and a personal touch to every client interaction, helping make the financial planning process both meaningful and approachable.

When you call our office, I am the friendly voice you hear. I am happy to be a resource when you need help answering a question or solving a problem. I leverage my gift of organization and follow through by guiding you smoothly through our financial planning process to becoming one of our clients. I value our easy accessibility as well as the strength and depth of our client relationships.

Outside of work, I have 2 daughters and a son who bring me tremendous joy. A lot of my free time is spent watching my son play basketball. I love the warm weather and enjoy spending time outside.