Meet the Jarred Bunch team.

GET TO KNOW THE BUNCH

Since inception it has been our mission to educate, guide and counsel people toward reaching their full financial potential. Specializing in full-service wealth management, we help protect your life’s work, grow your wealth, and sustain your legacy.

In short, we’ve made comprehensive financial life management available to you directly. We also offer valuable solutions for improving specific parts of your financial life.

Great ideas come from all different kinds of life experiences and expertise. Within our team, you’ll find entrepreneurs,  right-brained creative dreamers,  left-brained data crunchers,  administrative amplifiers, and client service extraordinaires.

All of us have a different unique ability in which we excel and apply our talents to make JarredBunch a better company. All of us are bound by the passion to make a positive impact in people’s lives.

EXECUTIVE TEAM

  • Scott Jarred

    Founder / CEO

    "Success starts with a why, without a why you don't have anything to fight for! "

    About me
  • Lloyd Easters

    Chief Investment Officer

    "The formula for success is simple, it takes what it takes. Do you have the discipline to do it?"

    About me
  • Kelley Roberts

    COO / CFO

    "Just livin’ the dream. Every. Single. Day. "

    About me

key staff

  • Melody Guzman

    Manager of Investment Operations

    "They only keep me around for my peanut butter pies."

  • Debby Stowers

    Manager of Account Services

    "I don’t always let life get me down, but when I do I find my inner-Tigger and keep bouncing."

  • Debbie Todd

    Manager of Investment Operations

    "There are far, far better things ahead than anything we leave behind!"

  • Pam Dandeneau

    Client Relationship Manager

    "Life is full of blessings. Count them daily."

  • Michele Bonaccorso

    ParaPlanner

    "Imagination is everything. It is the preview of life's coming attractions."

  • Chris Unger

    Director of Investment Operations

    "Wake up with determination. Go to bed with satisfaction."

  • Jasmine Lewis

    Director of Investment Operations

    "You will never have this day again, so always make it count."

  • Katie O’Connor

    Paraplanner

    "Just because everyone is going in one direction, doesn't mean you should, too. Everyone could be wrong."

advisors

  • Chris Condle

    Advisor

    "Don't ever accept your limitations. Figure out how to break through them."

    About me
  • Phil Clark

    Advisor

    "Everybody has the ability to be impactful. This ability is what gives us a strong sense of purpose." #BeImpactful

    About me
  • Kristina Vividor

    Advisor

    "Be impactful, be inspired, be awesome, be YOU!"

    About me
  • Justin Brammer

    Advisor

    "Love your family, work super hard, live your passion."

    About me
  • Brad Stevens

    Advisor

    "On your last day, the person you became will meet the person you could've become. Live the life YOU want."

    About me
  • Jon McCarty

    Advisor

    "A dead fish can float downstream, but it takes a live one to swim upstream."

    About me
  • JP Sisler

    Advisor

    "My passion has always been coaching, there is no better feeling than helping someone reach their maximum potential."

    About me
  • Mike Dopazo

    Advisor

    "Success is not the key to happiness. Happiness is the key to success. If you love what you do you will be successful."

  • Brenda Cary

    Advisor

    "It is my mission to exceed my clients’ expectations every day.”

    About me

Let us know what's on your mind. You have questions. We have answers.