JARED A. GOERLER
CFP®

As a Director at Ary Roepcke Mulchaey, P.C., Jared provides leadership and oversight for the firm’s Employee Benefit Plan audit and consulting practice, with a focus on audit quality, regulatory compliance, and exceptional client service. He oversees audit strategy, engagement execution, and quality control across Form 11-K, ERISA and non-ERISA Section 103(a)(3)(C) audits, and related retirement plan consulting services, working closely with clients to deliver efficient, well-planned audits and clear, practical guidance.

Jared is an active member of the AICPA Employee Benefit Plan Audit Quality Center and serves as Co-Chair of the BKR International Retirement Plan Auditors Practice Group, where he collaborates with peer firms on technical matters, best practices, and emerging industry trends. He also regularly participates in the AICPA Employee Benefit Plan Audit Conference to stay current on regulatory and professional standards.

Jared earned a Bachelor of Science in Family Financial Management from The Ohio State University in 2007 and began his career in the financial services industry, gaining hands-on experience in retirement plan advisory services. This experience adds a practical advisory perspective that enhances both audit quality and client service.

Outside of work, Jared enjoys traveling, staying active, exploring new restaurants, and cheering on the Ohio State Buckeyes.

PROFESSIONAL ASSOCIATIONS:

• American Institute of Certified Public Accountants Employee Benefit Plan Audit Quality Center
• BKR International – Retirement Plan Auditors Practice Group (Co-Chair)
• BKR International – Emerging Leaders Practice Group
• Ohio Society of Certified Public Accountants

EDUCATION:

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