Partner, Financial Planning
Jason has 14 years of experience in the financial planning arena and has been a CERTIFIED FINANCIAL PLANNER™ professional since 2003. He helps individuals, families, and businesses make clear, coordinated, effective financial decisions.
As a CFP® professional, he acts as a primary relationship manager for his clients’ situation by providing them strategic strategies for each area of concern.
Jason graduated from the University of Northern Iowa and is a former educator. This experience affords him with ability to make seemingly complex financial issues more easily understandable and accessible.
Jason has actively served with numerous local economic development boards, non-profit committees, and private/public partnerships. He has been honored with several awards for his impact with several historic rehabilitation projects. Jason is a member of Young Professionals of Iowa and the Financial Planning Association and has been recognized as one of Central Iowa’s 30 under 40 business leaders (2004) and is a graduate from ABI’s Leadership Iowa program (2006-2007).
Jason maintains a love for music and is an accomplished trumpet player. He currently is the principal trumpet player for the Central Iowa Symphony and Central Iowa Brass Quintet in Ames, IA. Jason resides in State Center, with his wife, Megan, and their two children.
Jason is a Registered Representative and Investment Adviser Representative of LPL Financial, Life and health and securities registered in California, Colorado, Iowa, Nebraska and South Dakota.