Director of Retirement Group, Wealth Advisor
Jaron began his career specializing in financial planning, investment advisory and tax in 2004, at a local Phoenix wealth management firm while attending Arizona State University, (ASU). After completing ASU’s Master of Taxation program, he specialized in tax for global accounting firm, Grant Thornton. In 2007, Jaron joined and later became co-owner of Rowland Carmichael Advisors, where he enjoyed serving clients directly and helping them improve their lives and meet their goals through financial planning and investment management. His areas of expertise include high-net-worth financial planning, 401(k) and ERISA Plan consulting and management and coordination with clients’ tax professionals. Jaron joined Mercer Advisors in 2020. He graduated from the W.P. Carey School of Business at Arizona State University with a Bachelor of Science degree summa cum laude in Accountancy in 2004 and a Master’s degree in Taxation in 2006. He also is a CERTIFIED FINANCIAL PLANNER™ Practitioner, (CFP®) and Accredited Investment Fiduciary®, (AIF®). Jaron is a member of the Financial Planning Association (FPA), American Institute of CPAs (AICPA), and the Western Pension & Benefits Council (WP&BC). Jaron and his wife live in Arizona with their five children.