CoverProfile

Jared Nelson

Partner

Thomas Doll

United States, California, Walnut Creek

About Me

Jared joined our affiliated firms in 2006 to provide tax, accounting and wealth management services to the dental and medical community, with a focus on new business development. Jared’s past experience includes senior associate positions at PricewaterhouseCoopers in Houston and Group1 Automotive, Inc., a Fortune 500 retailer. In these positions, he performed financial audits and due diligence on firms ranging from multinationals, to technology start-ups, to not-for-profit foundations. Jared earned his master’s degree in accountancy from Brigham Young University. Much of his free time is devoted to family outings to the beach and other area attractions. Occasionally, he and his wife escap

View more

Profile Information

Partner

Thomas Doll

Investment Team

Investor

RIA/Wealth Manager/Asset Manager

Walnut Creek

California

United States

Feb 12, 2025

More profiles to browse

Profile Photo
Joe Kalinowski
Senior Wealth Advisor
Profile Photo
Haden Werhan
Owner/Partner and Principal
Profile Photo
Carson Henderson
Partner
Profile Photo
Dave Harlow
Partner

You Might Like

KA
Kimberly A. Griego-Kiel
Founding Partner Emerita
Horizons Sustainable Financial Services
DH
Darla Hansen
Chief Administrative Officer
Corvus Wealth Advisors
BH
Bob Helmer
President Emeritus
Baldwin Wallace University
RD
Russ Degitz
Principal
Huntington University