Proudly serving clients in Northwest Iowa and Southwest Minnesota
I spent the first 12 years of my adult life as a radio DJ, but after the birth of my second son, I realized I needed a more normal work schedule. For years I helped clients share information about their business with the public. Now I get to use those communication skills to understand my client's goals and priorities and guide them toward financial choices that help them live a life full of meaning and gratitude. Tell me where you're at today. Driven by your goals and values, I'll help you map out a path to a more secure financial future.
I specialize in helping people be more secure in these areas:
- Protecting your loved ones from the impact of death, disability, and extended care
- Helping you decide how much insurance do I need?
- Retirement income planning
- Investment Management
- College Planning
- Wealth Management
- Financial Planning
- Charitable Giving
I serve Spencer, Spirit Lake, Milford, Okoboji, Ocheyedan, Hartley, and surrounding communities. I am also able to meet via video call. Feel free to call, email, or book a meeting online to begin YOUR journey! Book a meeting with Jason