Our Team

Jared Holt

Wealth Advisor

- CFP®

Contact Jared

Phone: 651-714-0323


635 Bielenberg Drive, Suite 210
Woodbury, MN 55125

About Jared :

Originally from Salt Lake City, Utah, Jared has lived in Minnesota since 2014. During that time he worked for a large investment firms. This experience allowed him to see first hand what it takes to serve clients and help them get prepared for their next big financial decision. With a focus in retirement planning, Jared excited to be part of a team where a comprehensive approach is taken beyond investments. He is excited to incorporate tax planning, estate planning, income planning and insurance to his client experience. Jared has an Economics degree from the University of Utah. He was also a 3-time National Champion in Rugby.

What are the 3 words that people use to describe you?

"Patient, Honest, Dedicated"

When you are not in the office, what are you most passionate about?

"Family and community. I have a wonderful wife Nicole and two beautiful daughters: Danica and Sydney. We enjoy traveling as a family and spending time in the outdoors, especially the Boundary Waters. I am an active member of my local community as Treasurer of my Neighborhood Community Council. Health and fitness are also a priority. "