
A Trusted Financial Guide Dedicated to Serving You
As a veteran advisor, Jarrod offers leadership, insight, and a deep commitment to the individuals and families he serves. With over three decades of wealth management experience, he provides sound judgment, continuity, and a demonstrated ability to advance client priorities.
Everyone has a goal—the peak of your personal financial mountain that represents your goals, dreams, and aspirations. Getting there takes years of navigation, sacrifice, planning, overcoming challenges, and adjusting. And, of course, finding the right partner to help you navigate the terrain.
30+ Years of Experience Serving Clients
After graduating from the University of Wisconsin, Madison, Jarrod began his more than three decade-long career serving clients. Now, as Founder of TrekNorth, Jarrod brings all his experience and knowledge to his clients to help them plan for their futures.
Extensive Training and Education
Jarrod is a graduate of the University of Wisconsin with a B.S. in Economics and earned an M.S. in Finance, Portfolio Management Track from the University of Denver. His educational and leadership background includes post-graduate studies at Harvard University’s Kennedy School of Government, the University of Pennsylvania’s Wharton School of Business, and Colorado Outward Bound School.
Designations and Certifications
He has attained his Accredited Investment Fiduciary (AIF®) designation and holds his Series 6, 7, 8, 9, 10, 24, and 65 registrations, and his health, life, and variable insurance licenses.
Finding Balance
Jarrod and his wife, Amy, split time between Colorado and the Upper Peninsula of Michigan. They have two adult sons. Away from the office, Jarrod enjoys fishing, trail hiking, attending sporting events, and spending time in the Upper Peninsula of Michigan with his three black labradors in tow.

Get in touch.
Whether you’re just starting out or nearing retirement, TrekNorth can help you prepare for the future you want.