Jason grew up in Waukesha, Wisconsin and now resides in the Lake Country area, with his wife and three sons. He joined the financial services industry in 2007, and has since been working diligently to be a financial resource for everyone that he comes in contact with.
He holds series 6, 7, 63, and 65 licenses.
Jason strives to provide the highest level of financial services available by helping his clients identify and prioritize their goals, offering guidance specific to their needs, and implementing the strategies that are in their best interest.
Jason works with individuals and businesses, with a focus on providing wealth management services and financial education to meet the retirement needs of those who serve and build our communities;
- Educators and staff in our public schools, colleges, and universities
- Hospital and municipal workers
- Employees of nonprofit organizations
His personalized approach helps clients chart a course for financial success, giving them information and the confidence they need to help create the retirement of their dreams.
When Jason is not working, he focuses on spending time with his family. He enjoys lake life in the summer, as well as everything sports. From hitting the links with his sons, to playing hoops on the hardwood, leading an active lifestyle plays an important role in who Jason is. Jason is a firm believer in the mantra, "healthy body, healthy mind."