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


“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?”

Kelley Roberts

Chief Paraplanner

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

Jasmine Lewis

Director of Investment Operations

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

Jarred Juett

Director of Marketing

“The best preparation for tomorrow is doing your best today.”

Chris Unger

Administrative Coordinator

“Wake up with determination. Go to bed with satisfaction.”

Melody Guzman

Manager of Investment Operations

“They only keep me around for my peanut butter pies.”

Pam Dandeneau

Client Relationship Manager

“Life is full of blessings. Count them daily.”

Debbie Todd

Manager of Investment Operations

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

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.”

Sherry Kancs


“Twenty years from now you will be more disappointed by the things that you didn’t do than by the ones you did do.”

Michele Bonaccorso


“Imagination is everything. It is the preview of life’s coming attractions.”

Katie O'Connor


“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.”

Are you ready for a change?

The revolution of your financial future begins here.