
Jarrod McKee, AAMS®
President of Investment Center
Jarrod McKee is the President of the Investment Center. He resides in Wabash County, with his wife Heather and three children.
Jarrod earned his degree in finance from Indiana University’s Kelley School of Business. He has also obtained the AAMS® designation.
Jarrod has over a decade of experience working with an array of clients ranging from clients looking to start a path to financial independence, rolling over a retirement account, high net worth individuals, and corporate retirement plans. Jarrod is registered in general securities with Royal Alliance Associates, Inc., and is an Investment Advisor Representative. He is also licensed in Life and Long-Term Care insurance. Jarrod's approach is much different as he likes to tailor a plan for the client that factors in the clients estate plan and tax situation.
Jarrod's approach focus's on relationship-based investing services to provide quality suggestions, effective implementation, and superior service to his individual and business clients. It is his goal and purpose to help others work toward their goals through a mutual respect and trust. "I pride myself with focusing on a strong relationship between myself and the client. It's my expectation to work with every client and their family members for decades. ” - Jarrod.
Jarrod lives by the anonymous quote, "Time is the most precious commodity out there. It's the one thing you can never buy or ever buy back."