Jared Defore, CFP®, CPA/PFS Financial Planner
Office: 317.522.5459 LinkedIn

Certifications

CERTIFIED FINANCIAL PLANNER™ (CFP®)
Certified Public Accountant (CPA)

Education

Even as a kid, Jared basked in finding a great deal so he could save his money and see his piggy bank grow. Once he learned about the impact of compounding interest, he was hooked on finance. He took a tax course, joined an investment club, and read every article he could find on personal finance. His financial planning career was born.

Jared feels like he never has to “work” because he gets to spend every day helping people in a subject that he loves. He joined Market Street in 2014 after kicking off his career in the tax department of a large, national firm. He’s thrilled to be able to work with our dedicated team, applying his skills to help support our clients’ financial security.

Jared holds a B.S. in Accounting, Finance & Business Administration from Indiana State University. He is a CERTIFIED FINANCIAL PLANNER™ (CFP®) and Certified Public Accountant (CPA). Jared serves as a member of the finance committee at Meridian Street United Methodist Church and Treasurer of his Home Owners Association. His favorite activities include a little bit of everything: home projects, planning family scavenger hunts, exploring, enjoying craft beers, canoeing down a river, or watching a sporting event. The list can go on and on. Mostly, he loves to share these experiences with friends, his beautiful wife, Jenna, and his son, Rex.

“Plain and simple, I love helping people. Whether I’m helping one of our clients solve a financial challenge or holding the door for a stranger at the grocery store, I love the simple reward of receiving a smile in return.”