Financial Advice that Makes the Complex Simple.

About Jason

Jason’s nearly 25 years in the business allows him to provide comprehensive wealth management solutions. As a Wealth Advisor, Jason develops a close understanding of his client’s needs in order to create a comprehensive plan which will allow them to reach both short and long-term goals. His typical client is a retired business owner or farmer and he also works with family trusts.

Jason attended the University of Nebraska – Lincoln and started his career with Carson Wealth in 1991. Jason was previously named to LPL Financial’s Chairman’s Council, which recognizes financial advisors ranked in the top 2% of all LPL financial advisors. The criteria are based on overall production and “Outstanding Client Service” by LPL.

Jason grew up an hour north of Omaha in Tekamah, Nebraska. He has resided in Omaha since 1988 with a family of four, keeping things interesting outside of work. Jason is active with the community and always finds time with the Food Bank and the Nebraska Foundation for Visually Impaired Children’s annual Christmas shopping event at the Westroads Mall. His hobbies include reading, golf, running, hiking and traveling with his family. He also volunteers his time coaching at the YMCA and Millard Athletic Association.

Read a blog post by Jason here

 

Jason is not affiliated or registered with Cetera Advisor Networks LLC. Any information provided by this individual is provided entirely on behalf of CWM, LLC and is no way related to Cetera Advisor Networks or its registered representatives.

Favorite food:

Pasta and burgers

Favorite quote:

“Your imagination is your preview of life’s coming attractions. It is more important than knowledge.” – Albert Einstein

Favorite destination:

New York City…so much to do and see!

Something on Jason’s bucket list:

To travel to a different part of the country on his family’s annual summer vacation.