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, something Cary is proud of. 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. 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.
Investment Adviser Representative | CFP® | CRPC®
My wife, Jenny, and I have been married since 2003 and have two children: Traver and Kiley. Traver loves math and Harry Potter, and Kiley loves animals, reading and sports.
Investment Adviser Representative | CFP® | EA | CTP® | MBA
My spare time is almost always spent with my wife, Lauren, and two boys Bentley and Caden. Bentley loves helping mom and dad with anything around the house, and Caden is happy-go-lucky and loves smiling and laughing.
My husband, Phil, and I have two sons and a daughter whom keep us entertained. I am an avid photographer and you’ll often find me with a camera in hand.