JARED A. GOERLER
CFP®
As an Audit Manager at Ary Roepcke Mulchaey, P.C., Jared is responsible for overseeing our employee benefit plan practice, ensuring the meticulous completion of audits encompassing Form 11-K, ERISA Section 103(a)(3)(C), non-ERISA Section 103(a)(3)(C), and financial consulting services. His leadership ensures strict adherence to prevailing industry and regulatory standards.
Jared is a member of the AICPA Employee Benefit Plan Audit Quality Center and actively contributes to the BKR International Retirement Plan Auditor’s Group. His commitment is further showcased through regular participation in the AICPA Employee Benefit Plan Audit conference.
Having graduated from The Ohio State University with a Bachelor of Science degree in Family Financial Management in 2007, Jared embarked on a career within the financial services industry. His tenure provided invaluable expertise in the realm of retirement plan advisory, bolstering his proficiency.
Beyond his professional pursuits, Jared finds personal enjoyment in exploring various destinations, embracing the joys of travel. Residing in Grandview, he not only dedicates himself to professional excellence but also finds joy in fitness endeavors, exploring new culinary experiences, and passionately supporting the Buckeyes!
PROFESSIONAL ASSOCIATIONS:
- American Institute of Certified Public Accountants Employee Benefit Plan Audit Quality Center
- BKR International Retirement Plan Auditors Practice Group
- BKR International Emerging Leaders Practice Group
- Ohio Society of Certified Public Accountants
EDUCATION:
- The Ohio State University (B.S. 2007)