A student of investing since the age of 11, Jared entered the professional world of Financial Services in 2001 after attending Purdue University.  While working his way up the ladder, Jared learned the ins and outs of portfolio management and, along the way, discovered weaknesses in the rules and processes that governed the structure and management of investment portfolios.  Jared’s driving interest in fixing these flaws has led him to work with some of the most innovative money managers in the business today.  

It is from these industry leaders that Jared culls his knowledge and processes that allow him to help both individual investors and Investment Advisors access innovative investment strategies designed to help prevent catastrophic losses—losses that destroyed a lifetime of savings in 2000-2003 and in 2008.  

Jared believes that there is a more efficient way to invest that will allow clients to sleep well at night without worrying about running out of money or missing significant opportunities while sitting on the sidelines.

Peter has been helping individuals and corporation’s draft, implement, monitor and manage investment policy for over thirty years. He provides complete investment and portfolio management services to his clients.

Peter entered the world of financial services in 1983 when he accepted the position of Public Relations Manager in the State of Indiana for Loyal American Insurance Company. The company specialized in risk management solutions for the Credit Union Industry and their members.

While working for Loyal American, Peter earned the designation of Register Representative by passing the General Securities (series 7) exam in 1985.

In 1987 Peter was hired by Amerianna Saving’s bank to work as an Advisor in their brokerage center. Peter was quickly promoted to Manager of the brokerage operation.  Peter was able to successfully guide the brokerage unit through the crash of 1987, build a substantial client base and achieve profitability for the center. In 1989 Amerianna's brokerage center, along with one of the Advisor's Peter hired, was featured in the national publication Registered Representative.       
     
Peter began consulting with other banks helping them successfully launch or modify existing brokerage operations. Brokerage centers in banks were rare in the 1980's, today they are common place. Peter was able to recognize, make contributions towards, and participate in what became a major area of expansion for an entire industry. 

Peter went on to serve as President of the Investment Management Division of Star Financial Trust Company, Director of Investment Management for Home Federal Savings bank, and Vice President of Investments for two major brokerage firms ,and the Portfolio Strategist for Brookstone Capital Management. Peter has also owned and operated his own investment consulting firm. 

Peter's experience allows him the opportunity to help an array of investors including those who are building financial security for their future and those who are protecting assets accumulated and saved over a lifetime of achievement.

Peter embraces a disciplined approach to managing portfolios and recommending securities. His approach incorporates strict standards, accountability and common sense. His methodology includes the use of both fundamental and technical analysis as well as principals to manage risk. Peter's ultimate goal is to fully align a client's investment portfolio with their investment needs and temperament in an effort to produce positive returns throughout all types of market cycles. Peter listens to a client's financial concerns, conducts open and frank discussions and helps them design, implement, manage and monitor rule based strategies to meet their specific financial needs.

Sharon brings 29 years of experience in financial services and insurance. For the past eight years, she has been a key part of the team at CAN Wealth Management, where she supports Peter and Jared in helping individuals and families plan for their financial futures.

Prior to joining CAN, Sharon spent 21 years in the health and dental insurance industry, developing a strong understanding of client needs and long-term risk management. She holds a Bachelor of Science degree in Accounting, and her background in organization and efficiency continues to shape her daily work.

A proud native of Quincy, Illinois, Sharon is the mother of three daughters who also reside in the area. Outside of work, she enjoys volunteering in the children’s ministry at her church, mentoring local students, tackling home projects, walking, and relaxing with a good book.

Tami has been a valued member of CAN Wealth Management for the past three years, bringing strong experience in insurance, office management, and client support. Before joining the firm, she spent 17 years in the dental field, where she developed a sharp eye for detail and a commitment to exceptional service, skills she continues to apply in her role today. Tami believes that clear communication, effective problem-solving, and a focus on customer satisfaction are essential to building lasting relationships.

Outside of work, Tami has been happily married to her husband, Randy, for 36 years. They have three sons and a beloved fur baby. In her free time, she enjoys painting, floral design, and relaxing at the beach, especially in Hilton Head, South Carolina, and Florida.