Jarrod joined Plancorp as the Portfolio Manager in 2023. He brings 20 years of experience in the financial services industry, most recently leading a team of investment analysts for one of the nation’s largest broker dealers. His experience includes municipal bond and fixed-income mutual fund analysis, retirement and 529 plan investment line-up analysis, business valuation, estate planning, insurance analysis, and banking.
Jarrod is an intellectually curious investment analyst and a fact-driven subject matter expert with a proven history of identifying volatility ahead of the industry. He is client-focused and dedicated to providing the best financial advice for optimal outcomes for a wide range of client needs.
As a leader, Jarrod brings experience and compassion. He is adept at mentoring associates through difficulties and building versatile and adaptable teams. He enjoys helping others grow and develop professionally, solving complex problems, and collaborating across teams to achieve results.
In his free time, Jarrod likes to cycle, ski, and travel.
University of Tennessee, Knoxville, MBA Logistics and Supply Chain Management, 2005
Marshall University, Accounting Studies
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