Jarid’s Approach
Jarid F. Funderburg
MBA
Financial Advisor
Overview
Jarid Funderburg is a financial advisor in our Rockford, Illinois, headquarters. He works with individuals and families to help them pursue their financial goals through personalized planning and relationship-driven strategies.
Jarid began his career working for his family at a bank in Rockford, where he developed a strong foundation in philanthropy, client relationship management, and business development. He earned a bachelor’s degree in economics from the University of Wisconsin-Whitewater and a Master of Business Administration (MBA) from Rockford University.
Outside the office, Jarid enjoys adventure photography, hiking in national parks, and competitive scow sailing. He spends summers on Lake Delavan and makes time to visit family in Arkansas and friends in Arizona. Jarid also shares life with two Aussiedoodle dogs.
Areas of Focus
Comprehensive Wealth Management
Integrated guidance for your full financial life, bringing together investment, tax, estate, and retirement planning to support your goals.
Financial Planning
Our planning process helps you evaluate key areas of your financial life, uncover opportunities, and make decisions aligned with your goals.
Investment Management
Evidence-based investing designed to help you stay focused on long-term goals while navigating changing market conditions.
Estate Planning & Wealth Transfer
Thoughtful estate planning guidance to help organize your affairs, support your wishes, and prepare for future generations.
Trust Services
Comprehensive trust administration supported by integrated investment, tax, estate, charitable, and business succession planning services.
Education
- University of Wisconsin-Whitewater
Bachelor of Science in Economics - Rockford University
Master of Business Administration (MBA)
Insights & Perspectives
Thought leadership on wealth management, tax strategy, and financial planning.
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