Jason M. Peterson,

With over 15 years in the financial services industry, Jason provides comprehensive financial planning service with a specialty in investment selection and portfolio management. He finds great fulfillment in helping families and individuals answer their financial questions and pursue their goals with confidence.

As a Chartered Retirement Planning Counselor^SM (CRPC^® ), Jason also has in-depth knowledge of the needs individual face both before and after retirement, and engages in retirement planning for a variety of important issues, such as sources of retirement income, employer-sponsored retirement plans, retirement cash flow, asset management, estate planning and more.

Jason obtained the Retirement Income Certified Professional (RICP) designation from the American College of Financial Services. As an RICP Jason will help you evaluate the factors to determine an appropriate retirement age, retirement income strategy, when to claim Social Security benefits, evaluates income for tax efficient distribution options, and manage retirement income portfolios.

Before beginning his financial services career, Jason spent 11 years in the United States Army. For four years as an active duty infantry soldier in the 82^nd Airborne and then the National Guard for seven years also in the infantry and then in aviation as a helicopter mechanic. He earned a bachelor’s degree in business management with a concentration in finance from St. John Fisher College in Rochester NY.

In his spare time, Jason enjoys biking, indoor skydiving, reading, learning, live music, craft beer and wine. Originally from Eaton Rapids, Michigan, he lives in Montgomery, Texas with his wife, Jennifer.