Financial planning analyst
Jaret loves his Wisconsin sports teams in the Packers, Badgers, and Bucks. Outside of work, he loves to go fishing, attend sports games, travel, golf, and be outside at just about any opportunity.
Jaret is a Financial Planning Analyst at PrairieView. As a member of the planning team, Jaret assists by analyzing each client’s financial situation and how it relates to their goals. He has a passion for taking a look at the client’s comprehensive financial picture from tax planning to investment management, education planning to retirement, and much more.
Jaret grew up in Wisconsin Rapids, WI, which is located right in the center of the state. He recently graduated from the University of Wisconsin-Madison in May of 2024 with an undergraduate degree in Economics and Financial Planning. Jaret gained experience interning at a wealth management firm in the Twin Cities area and looks to foster that knowledge here at PrairieView. He is currently working towards passing the CFP® exam and gathering the experience requirements necessary to use the credentials.
For over 20 years, we’ve helped 3M professionals achieve their financial goals.
We start by helping them answer these key questions.
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Welcome to the midpoint of 2024. I hope everyone had a great 4th of July holiday with family and friends.
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