Our Team

In a financial services career spanning more than two decades, Jared has taken a thoughtful approach to financial planning. He enjoys the distinct aspects of each client relationship, and investing time in getting to know each person’s needs, goals and financial mindset to create a customized plan that includes ideas for tax efficiency, risk management and retirement. He strives to live by the practice’s founding principles of integrity, insight and independence each day.

His perspective on financial planning has been featured in publications including Businessweek, Barron’s, The Wall Street Journal, and Forbes.

Jared’s path with the firm began in the early 2000s, when he and advisor Bob Jackson met while preparing for the CFP® certification. Their shared approach to planning and client care led Jared to join the practice in 2006. When Bob retired, Jared continued the vision they built together-one centered on understanding the unique moving parts of each client’s financial life and bringing them together through clear, coordinated planning.

His interest in financial planning started early, influenced by his father, a tax and insurance specialist who was among the first professionals to earn the CFP® designation. Seeing firsthand how guidance can help families make sense of complex financial decisions shaped Jared’s desire to work in the field. 

Jared was named an Arizona Board of Regents Scholar in 1994, later earning his Bachelor of Science in Finance, graduating cum laude from Arizona State University in 2001. He completed the Certificate in Financial Planning from the College for Financial Planning in 2003 and received his CFP® certification that same year.

As an Arizona native, community involvement is a meaningful part of Jared’s life. He is an Eagle Scout and spent nearly 20 years serving in leadership roles with the Boy Scouts of America, including Scoutmaster, Varsity Coach, and Assistant District Commissioner. He has served on the board of the Financial Planning Association of Greater Phoenix, contributes to A New Leaf as part of its Professional Advisory Council, and participates in the Gift Planning Council for the Philanthropies Department of The Church of Jesus Christ of Latter-day Saints.

Jared and his wife, Karlie, live close to the neighborhood where he grew up and enjoy raising their two children, Samuel and Gabriella. Outside of work, he enjoys mountain biking, skiing, camping, and spending time with family.

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Kyle works closely with clients to help them make sense of their financial lives through thoughtful planning and clear communication. He assists families in developing plans that reflect their goals, and he brings a careful, organized approach to conversations around investments, risk, retirement, and tax-aware strategies. In addition to his advisory work, Kyle helps keep the firm’s investment program running smoothly so advisors can stay focused on serving clients.

Kyle has more than two decades of experience in financial services, holding roles that strengthened his skills in client communication, operational oversight, and relationship building. Before joining Jackson/Roskelley Wealth Advisors in 2015, he worked as a senior estate service specialist at Charles Schwab and as director of new accounts for Fox & Company. He was drawn to JRWA for its commitment to independence, long-term client relationships, and a service model centered on transparency.

Kyle graduated cum laude from Northern Arizona University with a bachelor’s degree in business administration. He holds the CFP® certification as well as the APMA™ designation.

A third-generation Arizonan, Kyle is active in his local community and enjoys contributing his time to organizations connected to his children’s school and activities. He has served as president of the PTO and currently leads the Athletic Booster Club, in addition to volunteering as a coach for various youth sports teams.

Outside of work, Kyle enjoys traveling and spending time with his wife, Jessica, and their children, Collette and Cameron. He also likes off-roading, weightlifting, and cheering on the Dallas Cowboys.

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Matthew works closely with clients to help them navigate the financial tasks and decisions that come up throughout their lives. He assists with account updates, money movement, gifting, planning conversations, and preparation for reviews, always aiming to provide clear communication and steady support. Whether he’s answering questions, reviewing the details of a plan, or helping clients think through what’s most important to them, Matthew is committed to creating a smooth, organized, and thoughtful experience.

Matthew began his career at Vanguard, where he worked in several client-facing roles and gained valuable experience helping individuals understand retirement planning, account structure, taxes, and investment basics. His time there strengthened his interest in personal financial planning and encouraged him to pursue deeper client relationships and more hands-on involvement in helping families make informed decisions.

He later joined another advisory firm to work more directly with clients before ultimately finding his way to Jackson/Roskelley Wealth Advisors. Here, he’s able to combine relationship-building, detailed planning, and ongoing communication in a way that aligns with how he believes clients should be served - with care, clarity, and consistency.

Outside of work, Matthew enjoys spending time with his parents, sister, and niece. He’s a longtime golfer, a mountain biking enthusiast, and a musician who plays guitar and is learning bass. He stays involved in the community through the Financial Planning Association, the Scottsdale Chamber young professionals group, and Toastmasters. As an Eagle Scout, he carries with him a favorite quote from Sir Robert Baden-Powell: “Try to leave this world a little better than you found it.”

Mark supports clients as a key point of contact within the firm, helping ensure their questions are answered promptly and their experience is smooth and well-coordinated. He assists with preparing information and materials for client meetings, organizes details behind the scenes, and helps keep day-to-day communication clear and responsive. Mark enjoys being part of the team that helps clients feel informed and cared for at every step.

Mark began his journey with Jackson/Roskelley Wealth Advisors as an intern during his final semester at Arizona State University. His interest in financial planning and his desire to work closely with people made the firm a natural fit. After completing his internship and graduating, he joined the team full-time in June, excited to continue developing his skills and contributing to the firm’s client-first environment.

He earned a Bachelor of Arts in Business with a focus in Financial Planning from ASU and is actively working toward additional certifications to deepen his knowledge in the field.

Outside the office, Mark enjoys staying active-playing volleyball, pickleball, running, and just generally finding ways to move. He is also very involved in activities within his church community. Family is an important part of his life, and he loves spending time with his six nieces and nephews who live nearby.

Dominique is often the first point of contact for clients, greeting them with a welcoming presence and providing timely, accurate support. She helps clients with questions, manages scheduling and meeting coordination, maintains organized spaces throughout the office, and assists with onboarding by helping open and update accounts. Whether arranging meetings, preparing documentation, or ensuring details are handled properly, Dominique works to create a smooth and attentive experience for every client she interacts with.

Before joining Jackson/Roskelley Wealth Advisors, Dominique spent many years in financial services at Target Financial Services, where she worked as a Senior Credit Advisor. In that role, she supported individuals through complex account situations, communicating clearly, helping resolve issues, and maintaining compliance with policies and regulations. She also served as a mentor to colleagues and handled escalated calls requiring both patience and thoughtful problem-solving. Her experience in administration continued with Southern Arizona Law PLLC, where she assisted with scheduling, correspondence, client file maintenance, and legal research.

Dominique’s broad background in financial services, administration, and client support has shaped her approach at JRWA-combining organization, communication, and care in every interaction.

She graduated from Arizona State University with a B.A. in Justice Studies and later earned her Juris Doctor from Arizona Summit Law School, where she made the Dean’s List. Dominique holds a certification in Mediation and has earned the Financial Paraplanner Qualified Professional™ (FPQP®) designation. 

Outside the office, Dominique enjoys staying active and spending time outdoors through hiking, camping, boating, and jogging. She loves cooking, watching soccer games, and cheering on both college and professional football. Dominique is a devoted mom to two teenagers-Brayden, who plays trumpet in his high school marching and jazz bands, and Brylee, who plays club soccer. She also values time spent with family and friends.

Jessica helps build and maintain strong relationships with clients by supporting them through day-to-day questions, coordinating administrative and operational tasks, and ensuring their planning experience is organized and attentive. She is also involved in marketing efforts and event planning, contributing to the welcoming environment clients experience when working with the firm.

Jessica brings more than a decade of experience in financial services and administration. Before her current role, she served as Director of Operations and as a Client Service Associate at Jackson/Roskelley Wealth Advisors, gaining a deep understanding of the firm’s processes and client-focused approach. Her career also includes time as a Branch Office Administrator at Edward Jones, where she developed essential skills in client support and office management.

She graduated from PennWest Edinboro (Edinboro University of Pennsylvania) with a Bachelor of Arts in Geography Environmental Studies. Jessica holds insurance producer licenses in Accident, Health, Sickness, Life, Variable Life, and Variable Annuity, as well as the 70-20 Non-Resident Insurance Adjuster designation. She has also earned the Series 66, Series 7TO, and SIE registrations held through LPL Financial.

Outside of work, Jessica volunteers with Feed My Starving Children and stays active in the community. Originally from Pittsburgh, she has called Arizona home for the past decade. Jessica enjoys spending quality time with family and friends, hosting and entertaining, cooking, baking, traveling, hiking, exploring the outdoors, and searching for great coffee and baked treats.