Jared Siegel, Bfa™, Cepa® Email & Phone Number

Portland, OR, US

Delap Wealth Advisory was born from the eight decade heritage of our affiliated CPA firm, Delap LLP. For over 80 years we have been helping business owners make more predictable and profitable wealth building decisions. To complement and strengthen this tradition of forward-thinking client care, Delap Wealth Advisory was launched. Our team has played a.

Delap LLP serves the northwest business owner through the delivery of tax, audit, & consulting solutions. Delap’s proactive service model enables the firm to truly partner with clients to avoid financial pitfalls, realize organizational initiatives, personal goals, and continually improve. Delap’s ability to serve as a business guide enables clients to.

• Hologic is the market leader within women’s healthcare. Within the role I was responsible for:
• Business & marketing plan creation, implementation, & execution within the surgeon’s clinic
• Reengineered the service & care delivery model from one dependent upon expensive hospital operating rooms to the faster, more efficient physician clinics.
• Served as the catalyst for the adoption of newer, more cost effective, minimally invasive surgical procedure alternatives.
• Administered the required training and surgical technique development to optimize patient outcomes & safety profiles.

Lighthouse Strategic Advisors LLC is a client centered, advisor driven comprehensive wealth management firm. The best results will occur when all advisors take the time to understand your vision, work interdependently to find creative solutions, and help you efficiently turn your vision into tangible, measurable results.

A 100+ year old mutual insurance company specializing in Auto Dealerships, Ag Equipment Dealerships, Petroleum Distributors, & Building Material Distributors. Products included commercial Property & Liability Insurance as well as financial protection products for business owners. Responsible for lead generation, relationship cultivation, needs analysis.

Mba, Finance & Accounting

Activities and Societies: Football

Bachelor'S Degree, Management And Marketing

Activities and Societies: Football Team, Pac 10 Student Advisory Committee President,

Education record