Background and Experience:
With over a decade of experience in financial planning, strategic leadership and relationship management, Co-Founder and Partner, Jarrett P. Yehlen serves as a trusted advisor to executives/senior administrator professionals in collegiate athletics, business owners and those nearing retirement. Jarrett’s extensive background and work with clients in the NCAA, NBA and Major League Soccer help him understand the complex dynamics and shifting demands of the profession and the stresses it places on families. He is an expert at understanding the unique benefits provided by both private and public organizations and guiding clients in creating wholistic and comprehensive planning solutions for today, tomorrow and the future.
“I love helping clients think through planning that is both emotionally and intellectually complex. My greatest joy comes from building a trusted and impactful relationship with our clients, communicating unique strategies with simplicity, and inspiring them to take action on a better tomorrow. Having a front-row seat to our client’s journey means the world to me.”
Personal:
Jarrett was born in Norfolk, VA and grew up on military bases across the United States and has resided in Minnesota since 2005. He and his wife, Jenny, along with their three high-energy children, Brady, Drew and Claire, enjoy traveling, playing and watching sports of any kind, and spending time together. In addition to being incredibly involved parents, Jarrett served on the Advisory Board for Minnesota United FC during their transition to Major League Soccer and founded his own charity, College Football for a Cure, benefiting the Cystic Fibrosis Foundation.
Education/Certifications:
- Bachelor of Science; - University of Missouri
- Master of Education; - University of Minnesota
- The American College – CERTIFIED FINANCIAL PLANNER™ (CFP®)
- FINRA Series 6 & 63
- Life, Accident and Health licenses