Jason has been working in the financial services industry since 1997. His decision to pursue this rewarding career stems from his strong belief in helping others make personal wealth planning decisions to positively impact their life.
Starting his career at Baylake Bank as a trust officer, Jason then transitioned to Associated Trust Company, where he held various positions, including trust officer, personal trust manager, regional trust manager and, ultimately, director of trust and fiduciary services.
In his leisure time, he thoroughly enjoys engaging in church ministry and partaking in outdoor activities such as golfing, hunting, running and biking. Additionally, he cherishes spending quality time with his family.
Jason holds a Bachelor of Business Administration degree from the University of Wisconsin–Whitewater and a Master of Science degree in personal financial planning from the College for Financial Planning. He is a CERTIFIED FINANCIAL PLANNER®, a Certified Divorce Financial Analyst® and a Certified Trust and Fiduciary Advisor. In addition, he successfully passed Series the 7, 63, 65 and SIE exams.
Jason’s main focus when working with clients is to help them achieve their financial goals by providing tailored wealth planning solutions in a clear and understandable manner.
Outside of work, Jason is actively involved with the Greater Green Bay YMCA and is a member of the Rotary Club of Green Bay. In his personal life, Jason is married to Melissa, and they have six children: Raleigh, Gavin, Dylan, Abby, Mackie and Drew.
In his leisure time, he thoroughly enjoys engaging in church ministry and partaking in outdoor activities such as golfing, hunting, running and biking. Additionally, he cherishes spending quality time with his family.
