Meet the Jarred Bunch team.


Since our inception, it has been our mission to educate, guide and counsel people toward reaching their full financial potential. Today, our client base stretches nationwide. Specializing in full-service wealth management, we offer everything from protecting your life’s work, to growing your wealth, to sustaining your legacy. For those who want it, we’ve made comprehensive financial life management available to them. For those who don’t, we offer valuable solutions for improving whichever part of your financial life that you desire.

Great ideas come from all different kinds of life experiences and expertise. Within our team, you’ll find everything from entrepreneurs, to right-brained creative dreamers, to left-brained data crunchers, to administrative amplifiers, to client service extraordinaires. All of us have a different unique ability in which we excel and apply to make Jarred Bunch a better company. All of us are bound by the same passion to make a positive impact in people’s lives.


  • 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


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

  • Justin Brammer


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

  • 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


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


  • Chris Condle


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

    About me
  • Phil Clark


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

    About me
  • Kristina Vividor


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

    About me
  • Brad Stevens


    "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


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

    About me

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