Jason is the Managing Partner of our local practice. Coming from an Agriculture Family, and growing up in the Thumb of Michigan, Jason has rich ties to our local farming industry. His attention to detail, relaxed personality, and competitive desire to always better himself make him a strong resource for clients looking for Financial Advising. Jason takes his financial education very seriously, pursuing both a Financial Planning Degree and his CERTIFIED FINANCIAL PLANNER™ certification since he has been with our practice. Jason can often be found playing Basketball in our local men’s league, or on the bleachers watching his kids play sports. He is married with two teenage children.
Certified Financial Planner Board of Standards Inc. owns the certification marks CFP®, CERTIFIED FINANCIAL PLANNER™, and in the U.S., which it awards to individuals who successfully complete CFP Board's initial and ongoing certification requirements.