Jared M. Nelson


“I was drawn to TWD and Capital Performance by the combination of independent spirit and high ethical standards found here. In my role, it’s been especially rewarding to educate new clients and give them the confidence that their goals are achievable. It feels good to be part of a larger effort.”

Phone: (925) 280-5718

Jared joined our affiliated firms in 2006 to provide tax, accounting and wealth management services to the dental and medical community, with a focus on new business development.

Jared’s past experience includes senior associate positions at PricewaterhouseCoopers in Houston and Group1 Automotive, Inc., a Fortune 500 retailer. In these positions, he performed financial audits and due diligence on firms ranging from multinationals, to technology start-ups, to not-for-profit foundations.

Jared earned his master’s degree in accountancy from Brigham Young University. Much of his free time is devoted to family outings to the beach and other area attractions. Occasionally, he and his wife escape to a nearby restaurant; Café Esin is among their favorites.

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