At Lumin, we take pride in our strong team-oriented culture. Although each team member brings something unique to the table, we share these core values:
- Passion to Deeply Understand and Serve
- Embrace Ongoing Desire to Improve
- Promote Teamwork and Inspires Winning Attitude
- Support Family and Personal Time
Find out more about our team by reading our bios below!
Jalen Garrett, CFP®
Planning Associate, CFP®
Jalen started his career in the financial services industry in 2014 after graduating from Michigan State University. Jalen brings to Lumin Financial a set of multidisciplinary skills that will help to better serve the firm and its clients. As a planning associate at Lumin Financial, Jalen serves in the following capacities; Investment Management, Wealth Management and Retirement Planning. Jalen recently received his designation as a CERTIFIED FINANCIAL PLANNER™ (CFP®) and is in training to be a Junior Wealth Advisor.
As part of the Investment Committee at Lumin, Jalen helps the team adapt to changing market trends based on economic data, and works closely with the advisors to construct portfolios for clients. He is also involved in day-to-day activities related to investment management and financial planning.
What experience’s prepared Jalen for his role at Lumin?
Jalen has accumulated a wealth of knowledge right outside of completing his undergraduate education at Michigan State. He has developed an art for advising having worked for some time in the non-profit financial counseling space. Additionally, he continues to polish his investment research and financial planning skills while on the job.
What does Jalen like to do for fun?
Jalen enjoys participating in athletic activities and has found a new love/passion for the game of golf. It is important to note that Jalen is a huge Michigan State Men’s Basketball supporter. When Jalen is not working, you will find him spending time with his family or trying to track down the next most “interesting” biography.