In his role as Assistant Wealth Planner, Jared plays a crucial role in bridging the gap between clients and the Kaydan Wealth Management team. Jared partners with Darren Brennan, CFP®, CRPC® in attending client meetings, meticulously documenting important details, and facilitating prompt client requests. Jared collaborates with the entire Kaydan Wealth Management team to ensure seamless preparation for client meetings and efficient distribution of follow-up responsibilities. Furthermore, Jared offers valuable support to clients by assisting them with paperwork, delivering concise meeting summaries and pertinent resources, and guiding each client through the transformative Evolutionary Wea