Jarrett Suddarth, M.S., CFP®

Financial Adviser

Personal finance is more personal than finance.” This quote by financial author Tim Mauer sums up why I love working with our clients. Each person brings their own background, beliefs, and feelings into our conversations about money and their desired future. The end result is completely personalized financial advice.
 
Through my grandparents, I witnessed the depth the relationship a financial advisor can have with clients. I learned how the meetings can and should be about money AND family and life. This was why I chose to become a financial planner.
 
I love hearing about my clients’ unique experiences and adapting their financial plan to best fit their life. I enjoy problem-solving and coming up with ideas and solutions to make all of the pieces of their financial puzzle fit together just right.
 
When I am not helping clients, I love spending time with my wife, Mycah, my kids, Ellie & (TBD), and our beagle, Yogi. My wife and I are both born and raised in Nebraska and believe it really is “The Good Life.”

Location

Lincoln, Nebraska

Experience

9 years

Credentials

CERTIFIED FINANCIAL PLANNER™

Hobbies and Fun Facts

In my free time, you’ll find me reading historical fiction.

I’m a big fan of Nebraska Husker sports.

I love spending time outside.

One of my favorite things is visiting the Lincoln Zoo with my daughter.