As chief financial officer and financial planning associate, Jarrett oversees all accounting matters, including day-to-day management as well as corporate tax concerns and procedures. In addition to his focus on finance and accounting, he is a financial planning associate who helps build and review financial plans for clients and manages a variety of client requests.
Jarrett is passionate about working with clients to achieve their financial goals using all the different strategies and tools available to The Millstone Evans Group team. With his research-driven approach, he is especially focused on leveraging modern technology to provide the most accurate information possible to help clients make the best choices.
He began working with The Millstone Evans Group in October 2019 as an intern, where he focused primarily on assisting the service team. After graduating from The University of Colorado Boulder in December 2020 with a degree in personal financial planning, Jarrett joined the team full time in January 2021 as an operations specialist prior to taking on his current role.
A native of Southern California, Jarrett moved to Boulder to attend school. In his free time, he enjoys traveling, mountain biking, skiing, playing guitar and cheering on the Broncos.