Jared Ottmers, CFP®

Executive Director/Wealth Advisor

Jared is a Registered Representative of Cambridge Investment Research, Inc. a Broker/Dealer member FINRA/SIPC, and an Investment Advisor Representative with Cambridge Investment Research Advisors, a Registered Investment Advisor. He maintains Series 7 and 66 securities registrations with Cambridge Investment Research, Inc. and holds Life, Accident, and Health Insurance licenses in the States of Texas. Recently, he earned the Certified Financial Planner (CFP®) designation in April of 2021. Jared is one of the Dave Ramsey’s SmartVestor Pros.

Before joining us in October 2015, Jared worked for Fidelity Investments in Westlake for 8 years. While there, he held positions within both the Private Client Group and the Institutional Wealth Services departments. During his tenure in the Private Client Group, he was recognized with the Excellence in Action award.

Prior to his career with Fidelity Investments, Jared studied finance at the University of Texas at Arlington where he was President and Treasurer of the Lutheran Student Center. While juggling school and his involvement with the student center, he also worked part-time with FedEx.

Jared’s current community involvement includes serving on the leadership team for The Grove Lutheran Church in Bartonville, and he is a member of the Kiwanis Club in Denton. Previously, he led Dave Ramsey’s nationally recognized Financial Peace University with St. Peters Lutheran in Roanoke and served as a board member for their Three Nails Brewery Mission. He has also volunteered with Habitat for Humanity and Sunshine Spaces, helping build houses for those in need. In his leisure time, he enjoys fishing, soccer, mountain biking, watching football, and spending time with family.

Jared grew up in Corpus Christi and moved to the metroplex in 1999. He now lives in North Fort Worth with his wife Tenille. They are members of The Grove Lutheran Church in Bartonville.