Jason manages the MBE Wealth Management office in Wausau, WI. He has earned the CERTIFIED FINANCIAL PLANNER™ Practitioner CFP® certification, a designation awarded by the Certified Financial Planner Board of Standards, Inc.
Jason believes that true financial planning can only be achieved when all aspects of our financial lives; investments, insurance, estate and tax planning, are fully integrated. He received his B.S. in both Finance and Economics from Virginia Tech in 2004. He started in the industry with Ziegler in 2004 and then spent 6 years operating a solo practice, Wisconsin Financial Wealth Management, before joining MBE Wealth Management’s Wausau office in 2016.
Jason spends time listening to clients motivations and concerns, and is committed to helping his clients understand all of their options as they navigate their financial lives. He encourages his clients to “begin with the end in mind”, helping them to make decisions and implementing strategies which can positively impact them both today and in the long term.
Operating his own small business for 6 years, Jason understands the challenges and opportunities that business owners face every day. That’s why, in addition to working with families, he focus’s much of his time in helping small business, whether it be with their retirement plans, company benefits, or working with their CPA regarding tax planning strategies.
Jason is a native of Merrill, WI, and lives in Wausau, WI with his wife, Gandriel, and their three children: Isabelle, Addyson and Ewan. His favorite thing to do is “be a dad”, and as much as he wishes they’d slow down sometimes, he loves watching his kids grow up and participate in numerous activities. The family also enjoys camping and exploring the great outdoors. On a Saturday in the fall, you can find Jason decked out in orange and maroon, supporting his Virginia Tech Hokies.
Jason is actively involved in as many volunteer and networking opportunities as he can. This includes the Merrill Rotary Club, where Jason is excited to be able to help and support the town where he was raised. He is also involved with both the Wausau and Merrill Chambers of Commerce, and various young professional groups. Jason and his family belong to Mount Olive Church in Weston, Wisconsin.