Jason brings loyalty and compassion to his approach to financial services. For him, loyalty is at the heart of the fiduciary responsibility, while experience and compassion provide the perspective to leverage past experiences that are embedded with a firm understanding of his client’s situation and future goals. Jason’s broad experience in the financial services industry – with a strong emphasis on investment planning – is what truly fuels his mission to give clients confidence in their financial futures.
Jason is an Accredited Investment Fiduciary® (AIF®) and Financial Services Specialist® (FSS®) designation holder. These professional certifications are awarded to individuals with the core knowledge and skills to provide essential planning, advisory assistance and transparency for each client. Jason is also an alumnus of the University of Nebraska at Lincoln, where he earned his Bachelor of Science degree.
On a day-to-day basis as a financial advisor, Jason strives to help his clients successfully navigate decisions involving retirement, investments and insurance to best steward their financial resources. As someone who grew up on a farm outside Seward, Nebraska, Jason has always had a mind for business as well as the risk-reward relationship of investments. From a young age, he has understood the value of those concepts when coupled with discipline and a strong work ethic.
Outside the office, Jason spends his free time on the golf course, traveling and enjoying quality time with his wife and seven children.