JARON CARMICHAEL

CERTIFICATIONS

  • Certified Public Accountant
  • Personal Financial Specialist
  • CERTIFIED FINANCIAL PLANNER™ Practitioner
  • Accredited Investment Fiduciary (AIF®)

MEMBERSHIPS

  • American Institute of Certified Public Accountants
  • Arizona Society of Certified Public Accountants
  • Financial Planning Association
  • Western Pension and Benefits Council

EDUCATION

  • Master of Taxation, 2006
    W.P. Carey School of Business
    Arizona State University
  • B.S., summa cum laude, Accountancy, 2004
    W.P. Carey School of Business
    Arizona State University

“I appreciate being part of a firm that puts its clients’ interests ahead of its own. It is a pleasure to work with gifted colleagues and to help turn dreams into reality for the families and businesses we serve.”

Prior to joining Rowland Carmichael, Jaron Carmichael served as a tax professional for a global accounting firm and as a tax, financial planning and investment advisory associate with a large wealth management firm.

Outside of being a self-professed “financial nerd,” Jaron’s interests include serving as a Boy Scout volunteer and pursuing a variety of outdoor adventures such as mountain biking, cycling, scuba diving, riding quads and motorcycles, camping, hiking and wakeboarding.

WHY I BECAME A WEALTH MANAGER

“I enjoy working closely with people, earning their trust and confidence, and helping them find what they are looking for. It feels good to know that my knowledge and experience are valuable to others.”

HOW I AM DIFFERENT FROM OTHER WEALTH MANAGERS

“My background as a CPA differentiates me from other advisors. Understanding taxes helps me provide investment advice that reflects foreseeable tax consequences and advantages. When I am working as part of a client’s professional team, my accounting background helps me relate to and communicate well with their other advisors. My experience as a CPA has also trained me to pay close attention to details and help my clients make sense of the numbers.”

WHAT I ENJOY MOST ABOUT MY WORK

“I love the interaction with my clients when they realize that they have achieved their investment goals. I feel a great sense of satisfaction when a client tells me that their life is easier because of how I helped them. I also enjoy working with a client’s family members and to know that I am building relationships that will add value to them for years to come. And for my business clients, I find satisfaction in helping to set up or improve their retirement plans to help the owners and their employees enjoy a happy and financially secure retirement.”