Meet Our Tax Team

Overview: Passionate about client satisfaction, Jared is consistently aiming to provide the highest level of client service. Jared’s career has evolved from a background in several service oriented companies including retail, banking, financial planning, and investments. His educational background of accounting and business administration suits clients looking for a financial professional who can speak to the numbers but also build solid relationships.

Experience: Jared received his bachelor’s degree in accounting from Utah State University in 2010 and an MBA from Weber State University in 2014. He began preparing tax returns for fellow Aggie students and foreign exchange students in 2010 as part of Utah State’s volunteer income tax assistance program (VITA). He has since continued to give back to his community via the IRS VITA program in 2015, 2017, and 2019. Jared moved to the Austin Texas area with his family in 2015. He is one of the founding partners of GoalFusion Wealth Management, a registered investment advisory firm, where he guides clients through holistic financial and tax planning. He is also an Enrolled Agent admitted to practice before the Internal Revenue Service for audits and IRS correspondence.

In his time away from the office Jared enjoys spending time with his wife Lauren and three boys Bentley, Caden, and Declan. Both he and Lauren enjoy, hiking, camping, and wakesurfing on Lake Austin.