What leads to exemplary client care? It begins with planning: Defining goals, building processes, documenting procedures. Then there’s the action: Owning all the nitty-gritty details that are every bit as essential as the more showy services. For that, we’re delighted to announce that our team has grown again, with the addition of Jared Machen as our new client service associate.
We knew we’d found a good match when we asked Jared why he was interested in transitioning from the world of active investing (where he’d been a wealth strategist for another firm in Fayetteville, Arkansas) to our evidence-based environment. He’d been reading up on the subject in his free time, and realized it was time for a change – for his own career satisfaction, as well as to contribute more meaningfully to other people’s financial lives.
In addition to several years of financial planning, investment management and client service experience, Jared holds a bachelor’s degree in finance. He also shares our passion for establishing enduring, “long view” relationships with clients.
Jared reports to me (John Reagan). We spent a lot of time looking for just the right person to join the HIG family and continue building on our client experience. Even after the short while he has been with us, I’m already confident we’ve found that fit. I am thrilled to welcome Jared to Hill Investment Group.