Director of Planning
Jared Brooks officially joined the BFG team in June of 2014, though he interned with the company during the prior five years. Jared holds the position of Director of Planning (DOP). A high achiever and communicator, Jared's role as DOP is an integral part of the collaborative excellence displayed by our planning team. He works closely with BFG advisors to develop financial plans which are directly in line with the goals and dreams of the relationships he serves. Jared assists in the processing of new business and has responsibility for the integration and continued operation of Living Plan 365™, the company’s online Wealth Management platform.
After graduating from Calvert Hall College High School in Towson, Jared attended Saint Joseph’s University in Philadelphia where he earned his Bachelor of Science degree in Finance, with a minor in English. Currently, Jared is furthering his studies in business and pursuing his financial planning certification.
While he enjoys many aspects of his position, Jared is particularly pleased to be working in an environment where all others share his passion for helping all BFG relationships to succeed.