Meet Jason
As an Insurance Specialist, Jason values the genuine and authentic relationship he is privileged to have with each client. He serves high-net worth and ultra-high-net worth individuals, as well as family-controlled privately held companies. He feels deeply honored to serve each client. Being awarded the role of coming alongside, guiding, and protecting our clients throughout their respective seasons of life is a privilege that he feels has an endless return.
In his role, Jason helps clients become informed of potential planning inefficiencies and effectively navigate solutions to elevate and execute their wealth, tax and estate planning objectives. He is deeply passionate on educating clients on concepts to help them make confident decisions.
The activities of Jason’s youth shaped the adult he would eventually become. Raised by a single parent, he truly understood the value of a dollar. Growing up in a farm town, he understood the value of genuine relationships. In his youth, Jason’s entrepreneurial spirit ignited when selling recently retrieved golf balls back to the players of a nearby course before they bought replacements from the pro shop.
A graduate of Illinois State University with a bachelor’s degree in finance, insurance and economics, he is a Hall of Fame honoree and Young Leader Award recipient from Illinois State University’s Katie School of Insurance and Risk Management.
Outside of work, Jason is committed and engaged in his local community. He served as CoFounder of The Bridge Thrift Store. He is also very active in his church, serving on the Deacon Board, and various committees including the Financial Integration Committee, Fellowship Fund Committee, Budget Committee and previously as an Elder and the Treasurer. He also enjoys spending time with his wife Sarah and their two children, Isabelle and Ian.