Meet Our Team

Patrick Shaw

Jarrod Hart, CFP®, EA, ChFC®, CRPS®

Tax Manager & Wealth Advisor

[email protected]

As a Tax Manager & Wealth Advisor at Fortitude Financial Partners, Jarrod helps individuals and small businesses with their financial planning and tax filing needs.

Prior to joining Fortitude, Jarrod was a Wealth & Tax Advisor at Vantage Financial Partners, advising his clients on all aspects of financial planning and co-leading the tax division. Before that, he served high-net-worth families and advised on corporate retirement plans at Investment Partners LTD. Earlier in his career, he worked at Mutual of America and Northwestern Mutual.

Jarrod has a bachelor’s degree in political science from the University of Cincinnati. He is a CERTIFIED FINANCIAL PLANNER™ professional and holds the IRS Enrolled Agent (EA) designation, Chartered Financial Consultant (ChFC®) designation and Chartered Retirement Plan Specialist (CRPS®) designation.

In his free time, Jarrod enjoys competing in triathlons, golfing and traveling.

 

 

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