Retirement& Investments

Meet Jason

Many people would rather go to the dentist than meet with a financial advisor.  If you’re one of them, it might be because you haven’t met the right financial partner for you yet.  Jason is different from most advisors.  He sets his clients at ease while learning about their dreams for the future, answering their investment questions, guiding them through the financial planning process and above all maintaining a pressure-free, low-stress environment.   

Jason takes pride in his attention to detail, consistent follow-through, and commitment to helping clients achieve their goals.  He strives to understand each member’s unique vision of financial success and then uses that vision to create individualized financial plans that address retirement income, investment management, or any other financial matter of interest.

Professionally, Jason offers almost 20 years of experience in the financial services industry and has worked in both banking and financial consulting. He holds a Bachelor of Science degree in Finance from Southern Illinois University.  He specializes in assisting Ascentra Credit Union members up to and through retirement.

When he’s not studying the markets, Jason can often be found taking long bicycle rides through the country with his daughter, Katie, cheering on the Minnesota Vikings (SKOL!), volunteering in the community, or just enjoying a good book.   

Whether you are just beginning your journey toward financial independence or you’re ready to retire, Jason can lend a hand.  He loves learning and meeting new people, so feel free to give him a call to say hello and set up a no cost, no obligation consultation.     

1. Discovery

We’ll listen carefully and conscientiously to your goals and desires for the future. Our thorough discussion allows us to get to know you on a personal level and includes learning about family dynamics, work history, special circumstances that may affect your financial goals and your thoughts about money. This will enable us to provide you with a comprehensive analysis of your current financial situation.

2. Analyze & Recommend

With the personal and financial data that we gathered in our initial meeting we will evaluate your alternatives, then share with you a financial plan that will help provide you with a road map to meet your personal and financial goals.

3. Implement

We will put your plan in place. We want you to feel confident about your plan of action. Once you have a chance to review your comprehensive plan we will discuss if there are any specific adjustments that need to be made, and specific product and service recommendations.

4. Review

We stay connected with you. You’ll find Ascentra Retirement & Investment Services to be an active and committed partner in making sure your plan continues to help you reach for your financial goals over time. We have established a comprehensive annual review process that includes reviewing any changes in the economy, your life, health, income and tracking your plan of action.

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