Jared Holt

Wealth Advisor - CFP®

See if you're a fit

Matt Gulbransen

Jason Johnson

Originally from Salt Lake City, Utah, I’ve called Minnesota home since 2014. Over the past decade, I’ve worked with both large investment firms and now Pine Grove Financial Group, where I serve as a Wealth Advisor. These experiences have shaped my belief that great financial planning goes far beyond investment management. Today, I partner with clients through a truly comprehensive process—integrating retirement planning, tax strategy, estate and legacy planning, income planning, insurance analysis, and thoughtful cash-flow guidance. My goal is to simplify the complex and help clients make confident decisions at every stage of life. I hold a degree in Economics from the University of Utah.

Q & A

What’s a financial value you live by in your own life?

Clarity and simplicity.

Q & A

What’s one common financial mistake you help clients avoid?

Failing to connect financial planning to real life.

Q & A

If you could instantly master one skill outside of finance, what would it be?

Speaking another language fluently after only listening to it for a week.

Q & A

What motivates you in your work?

Knowing that the work I am doing makes a difference—especially helping clients make good financial decisions.

Q & A

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

Patient, Honest, Dedicated

Q & A

What’s one piece of timeless advice you often share with clients navigating wealth?

Money is a tool, not a scoreboard.

Q & A

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 outdoors, especially in the Boundary Waters. I am an active member of my local community, serving as treasurer of my neighborhood community council. Health and fitness are also a priority.

Q & A

How do your personal experiences influence the way you guide clients?

I value independence, and I want to empower my clients to have it too.