Advisor Spotlight - Jarret Sheets

Meet Jarret Sheets, CFP®, CPFA(TM)

Jarret’s passion for being a financial advisor stems from his deep desire to help others find clarity and purpose when it comes to their financial futures. This early experience ignited a journey that now sees him guiding individuals and families toward discovering what abundance means to them. His mission is to be a trusted advisor who supports clients every step of the way, helping them navigate retirement and other significant life transitions with confidence.

“One finance class in high school sparked my interest in financial planning. I learned that financial plans are not a one-size-fits-all solution, and I wanted to be the person to help others navigate through this. Everyone’s financial situation is unique, and everyone should be made to feel like they are being heard and understood by their Advisor.”

At the heart of Jarret’s approach is a commitment to listen generously—to both his clients and his team. He understands that each client’s needs and goals are distinct, requiring active listening and thoughtful collaboration. By engaging deeply with clients, Jarret is able to relay critical information to his team, ensuring that everyone is aligned in crafting personalized and sophisticated strategies. This collaborative approach allows him to provide solutions tailored to each client’s vision of abundance, whether that means retiring sooner than planned, traveling the world, supporting local causes, or any other goal that defines abundance for them. Jarret is driven by the desire to bring clarity and peace of mind during complex decisions. His approach is grounded in the values of Gilbert & Cook, where building genuine relationships and working together as a team are just as important as offering financial guidance.

“I enjoy helping clients pursue their life of abundance while making sure their financial decisions are in harmony with their values and aspirations.”

Jarret embodies the core values of Gilbert & Cook, where a commitment to growth, understanding, and client-centric care comes first. By helping clients discover and achieve their version of abundance, he offers more than just financial advice; he provides a partnership that lasts a lifetime.