THE GOALFUSION TEAM

Jared McBride

Jared McBride

Jared McBride

Founding Partner

13

YEARS OF
EXPERIENCE

Jared McBride

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

Interests

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

I also have a great love for music and play several instruments including guitar, piano, and drums.

My wife and I have been big Dave Ramsey fans for years. I became a SmartVestor Pro after following his program personally and leading several Financial Peace University classes.

I've volunteered at Foundation Communities to help lower-income families and the elderly in the Austin community prepare their tax returns. Foundation Communities is part of the IRS Volunteer Income Tax Assistance (VITA) program. I also serve on the non-profit board of CrossLife Christian Academy in Pflugerville.

Qualifications

  • CFP® CERTIFIED FINANCIAL PLANNER™ practitioner
  • EA Enrolled Agent admitted to practice before the Internal Revenue Service
  • CTP® Chartered Tax Professional

Education

  • Weber State University, Masters of Business Administration, 2011-2014
  • Utah State University, BS Accounting, 2006-2010

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