Financial Planner - Registered Investment Advisor
CurrentJason 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.MBE Wealth Management LLC is a Registered Investment Advisor with the U.S. Securities and Exchange Commission.
