Jarrod McKee, AAMS®, RFC®
President of Investment Center
Jarrod McKee is the President of the Investment Center. He resides in Wabash County with his wife, Heather, and their three children.
Jarrod earned his degree in finance from Indiana University’s Kelley School of Business. He also attended the Northwestern Kellogg School of Business for executive education. Additionally, Jarrod holds the AAMS® and RFC® professional designations. He is an active member of the Academy of Preferred Financial Advisors, where he collaborates with other top financial advisors in the country to stay informed about changes in tax and estate law, providing an exceptional client experience.
With over a decade of experience, Jarrod works with a diverse array of clients, including those seeking to start their path to financial independence, roll over retirement accounts, high-net-worth individuals, and corporate retirement plans. He is registered in general securities with Osaic Wealth and serves as an Investment Advisor Representative. Jarrod is also licensed in life and long-term care insurance. His approach is distinct, as he tailors plans that take into account clients' estate planning and tax situations.
Jarrod's approach focuses on relationship-based investing services to provide quality suggestions, effective implementation, and superior service to both individual and business clients. His goal is to help others work toward their objectives through mutual respect and trust. He states, "I pride myself on 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 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."