Jared Hamann
Helping individuals and families make confident financial decisions through personalized investment management and strategic tax planning
Investment Advisor | Tax Professional
Services
Tax Planning & Preparation
I help individuals and families understand their taxes and make better decisions throughout the year. That includes preparing and filing accurate returns, talking through tax questions as life or income changes, and making sure nothing obvious is being overlooked. If you want help with your taxes or just need a second set of eyes, contact me here.
Investment & Retirement Planning
I work at Core Planning as an investment advisor, which means I operate under a fiduciary standard, requiring me to act in the best interests of my clients. I provide investment and retirement management tailored to each client's life. If you’re looking for straightforward guidance or want a second opinion, contact me here.
About Me
I entered the financial industry shortly after college and quickly came to appreciate client-centered advice and building long-term relationships rather than focusing on products or transactions. This realization ultimately led me to pursue the investment advisor path and join Core Planning in 2021.
Over time, I realized that investment advice without tax knowledge often leads to incomplete planning. I believe meaningful financial guidance should consider the tax implications that can significantly affect long-term outcomes.
This understanding sparked my interest in tax planning and preparation, and I am currently pursuing my Enrolled Agent (EA) designation to further strengthen the guidance I provide to clients.
My favorite hobbies are sports and old music. If there's a St. Louis Cardinals game on, a soccer match worth yelling at, or Johnny Cash playing, I'm probably happy.
I enjoy being outside as much as possible, whether that’s working in the yard, playing Sunday league soccer, or having a beer on the patio.
I have a beautiful wife, Mariah, who works in radiology. Together we have two dogs and a home we love. We try to explore and travel as much as we can.
Finances are personal, and I believe the person you work with should be both relatable and trustworthy. If you'd like to learn more or simply have a conversation, let's connect.
