Jared delivers a diverse professional experience of helping business owners navigate difficult wealth creation decisions. Jared’s original and innovative thinking is an asset clients frequently rely upon. His generosity of knowledge, network, and influence is another tool he leverages to positively impact clients’ lives.
Dave works with closely-held and family businesses, primarily on tax, financial and succession planning issues. He works hard as a problem solver and is committed to rapid response to inquiries and timely delivery of services.
Kelly brings seventeen years of experience in the investment field to every client relationship. Previously she oversaw corporate retirement plans and provided investment consulting services to institutional and high net worth investors.
Valerie brings 18 years of investment, insurance, banking and family-office knowledge to the Delap Wealth Advisory team. She has previously worked as a financial advisor and relationship manager in Private Banking. She is committed to delivering an exceptional client service experience.
Delap Wealth Advisory was born from the eight decade heritage of our affiliated CPA firm, Delap LLP. For over 85 years we have been helping business owners make more predictable and profitable wealth building decisions. To complement and strengthen this tradition of forward-thinking client care, Delap Wealth Advisory was launched. Our team has played a financial leadership role advising clients through each of the critical stages of the ownership wealth cycle. Business ownership is a tremendous platform to create wealth, but it can be fraught with risks and financial complexity. To truly maximize owner wealth, advisors must possess a deep working knowledge of the business strategies that optimize the financial performance and tax efficiency of business profits. The bottom line, owner wealth is going to be powered by their business’ cash flow. Delap Wealth Advisory provides the integrated planning platform that enables owners to better coordinate their business strategies with their personal financial plan.
To learn more about Delap LLP and our separate public accounting services, visit www.delapcpa.com.