About Us

Meet Our Team

We're a comprehensive team with extensive skills, background and experience in providing personalized wealth management and financial planning. Cary has been serving clients since 1999. Some of his original clients now have children who have become clients - that makes Cary very proud. Jared has been in the finance industry since 2010. His favorite part of the business is learning about his clients individually, especially their families, careers, and hobbies. Cary and Jared formed a team in 2019 and shortly thereafter, in 2020, co-founded GoalFusion Wealth Management, a Registered Investment Advisory (RIA) firm, in order to become fiduciary advisors. Sandy is truly the glue that holds us all together. We have an incredible team that enjoys working together and helping our clients plan for their future.

As fee-only fiduciary advisors, we do not sell any products or generate any commissions. We are held to the fiduciary standard of putting our clients' interests above our own.

Cary Laudadio

Cary Laudadio

Founding Partner

Cary Laudadio

Private Wealth Advisor | CFP® | CRPC®

CERTIFIED FINANCIAL PLANNER™ Professional

My wife, Jenny, and I have been married since 2003 and have two children: Traver and Kiley. Traver loves math, reading and video games; and Kiley loves animals, video games, writing and drawing.

Jared McBride

Jared McBride

Founding Partner

Jared McBride

Private Wealth Advisor | CFP® | EA | CTP® | MBA

CERTIFIED FINANCIAL PLANNER™ Professional

My time spent outside of helping families with their financial goals includes hiking, boating, playing drums, and spending time with my wife, Lauren, and three boys: Bentley, Caden, and Declan.

Sandy Allen

Sandy Allen

Practice Manager

Sandy Allen

Practice Manager

My husband, Phil, and I have two sons, a daughter, and a sweet pup whom keep us entertained. When not with my family you'll often find me on the tennis court.

Get ready for what life brings. Connect with us to get started.