Staff
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.
Scott Jarred
Founder/CEO
“Success starts with a why, without a why you don’t have anything to fight for! “
Lloyd Easters
Chief Investment Officer
“The formula for success is simple, it takes what it takes. Do you have the discipline to do it?”
Pete Welsh
VP Qualified Plans
“I learned long ago we all want the same thing – a good night’s sleep. It’s my job to help my clients get one.”
Jasmine Lewis
Director of Investment Operations
“You will never have this day again, so always make it count.”
Kelley Roberts
Director of Insurance Operations
“Just livin’ the dream. Every. Single. Day.”
Chris Unger
Chief Innovation Officer
“Wake up with determination. Go to bed with satisfaction.”
Melody Guzman
Manager of Investment Operations
“Even if you are on the right track, you’ll get run over if you just sit there.”
Amanda Oakley
Paraplanner
“One day at a time, enjoying every minute.”
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.”
Cathy Berghoff
Paraplanner
“If you don’t like something, change it. If you can’t change it, change your attitude.”
Sherry Kancs
Paraplanner
“Twenty years from now you will be more disappointed by the things that you didn’t do than by the ones you did do.”
Katie O'Connor
Paraplanner
“Just because everyone is going in the same direction, doesn’t mean you should too. Everyone could be wrong.”
Nicole Gliot
Administrative Assistant
“Clear eyes. Full hearts. Can’t lose.”
Michele Bonaccorso
Paraplanner
“Imagination is everything. It is the preview of life’s coming attractions.”
Are you ready for a change?
The revolution of your financial future begins here.