As a member of The Insight Group, Jason works directly with clients to help them achieve financial security, and particularly enjoys helping clients with retirement planning. As Managing Director, Jason is a mentor to other Advisors in the firm, and he selects and trains qualified individuals to add to our team of Visionaries.
As a Visionary, Jason sees the possibility of a future that is bigger and better than the past. He is always looking forward. He says, “To be a Visionary means that you do not let fear or uncertainty stop you from pursuing your dreams. Rather, you step into faith and work relentlessly toward the vision in your mind’s eye.”
Before coming to Visionary Wealth Advisors, Jason worked in the financial services industry for eight years. He came to Visionary to be a part of a unique organization where he could offer his clients an unbiased platform for comprehensive financial planning.
Jason has a BS from Eastern Illinois University, a MS from Southern Illinois University Edwardsville, and is a CERTIFIED FINANCIAL PLANNER™, or CFP®. This certification means Jason has successfully completed a rigorous training program followed by a comprehensive exam administered in accordance with the CERTIFIED FINANCIAL PLANNER™ Board of Standards. Professionals, like Jason, who are awarded this accreditation demonstrate skill in analyzing situations and developing personalized long-term financial strategies.
Jason and his wife, Judy, have five children and are active members of Holy Trinity Catholic Church in Fairview Heights, where Jason has served on the Board of Education and the executive board for the Athletic Association. Jason also gives his time as a founding member on the board of Swing Fore Hope which is a local 501(c)(3) organization dedicated to impacting and financially assisting local families fighting cancer and contributing to the cutting edge research focused on eradicating the disease. You are also likely to find him at the O'Fallon Family Sports Park coaching soccer for two teams with KIXX United FC. Jason is an avid golfer and follows the St. Louis Cardinals and Blues, the Fighting Illini, and Notre Dame Fighting Irish.