Jared Ferrell

About Jared Ferrell

Nothing is more fulfilling than creating a solution for a client who is experiencing a complex problem. Using a collaborative approach, and applying in-depth research, I have found that any desired outcome is attainable. Since starting in Retirement Plans 15 years ago, I\'ve heard countless questions and have seen a variety of problems. Regardless if the solution requires hours, days or even weeks, I\'ve developed a relentless approach to finding the root cause of the issue and will not stop working until all needs are met. Throughout my career, I\'ve worked with a variety of Plan Sponsors, Financial Advisors and Third Party Administrators. During this time, I have become an expert in the industry and perfected my ability to provide exceptional customer service. I am well equipped to answer complicated questions and am able to navigate the challenges of the most complex situations. My drive to succeed in the industry can only be matched by my determination to deliver programs that meets the unique needs of every client. I have attained both QKA and ARPS designations through the SPARK Institute. When I am not serving my clients, I am participating in numerous ministries at my local church including music, children/youth and outreach. I get to see firsthand how these programs bring hope and joy to the community. In 2017 I organized a team to participate in the annual MS walk held in West Chester, Ohio. Through partnerships with local businesses and charities, I grew our team to 70 walkers raising both awareness and a substantial donation made to the National MS society. To partner with Fiduciary Consulting Group or to better understand how I can add value to your company\'s retirement plan, please reach out to me at j••••••••@yahoo.com or via LinkedIn.

Experience

1. Relationship Manager

   Pentegra Retirement Services

   May 2022 — Present

Education

• Ohio Midwestern

  Bachelor's degree, Business, Management, Marketing, and Related Support Services

  2001 — 2004