JARED A. GOERLER
CFP®

As an Audit Senior at Ary Roepcke Mulchaey, Jared works with clients from a variety of industries, including healthcare, retail, real estate development, engineering, and manufacturing entities. His responsibilities involve him in the completion of audit engagements including the preparation of financial statements and management recommendation letters in accordance with professional and Firm standards.

Jared attended The Ohio State University and earned a Bachelor of Science degree in Family Financial Management in 2007. Upon graduation, he accepted a position in the financial services industry and gained valuable experience in working with both private and institutional clients.

While working, Jared continued his formal education. He earned the Certified Financial Planner (CFP®) designation and is currently working towards obtaining the Certified Public Accountant (CPA) credential.

A resident of Grandview, Jared enjoys yoga, working out and exploring local restaurants and festivals as well as cheering on the Buckeyes!

PROFESSIONAL ASSOCIATIONS:

• American Institute of Certified Public Accountants as a CPA Candidate
• Ohio Society of Certified Public Accountants

EDUCATION:

• The Ohio State University (B.S. 2007)