Jason Baldus, CFP®, MS



As a member of The INSIGHT Group Jason coaches his clients through the complex decision-making processes they will face through the various seasons of life.  From raising children, to accumulating money for retirement, developing an income distribution strategy, and planning for the next generation, Jason provides his clients with both clarity and comfort.  He achieves this by following his personal mission to increase happiness in the lives of others.  Jason leads his clients to achieve their personal goals by working in a consultative manner with them and collaborating with their other trusted advisors to establish a roadmap and comprehensive financial plan.

Jason believes that every client is as unique as a fingerprint, so he seeks to uncover what is in the client’s heart, and to understand their values, fears, experiences, and aspirations.  He particularly enjoys working with families, corporate executives, retirees, and small business owners.

Before starting in the financial services industry in 2006, Jason spent six years working as a teacher and coach.  He takes an educator’s approach to planning with his clients and strives to simplify complicated topics to help improve clients’ understanding.  Jason joined Visionary so he could work independently without the pressures to recommend any proprietary products and to offer his clients unbiased advice acting as a fiduciary who always acts in their best interest.

Jason has a BS from Eastern Illinois University, an 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 and playing soccer or cheering from the sidelines. Jason is an avid golfer and follows the St. Louis Cardinals and Blues, the Fighting Illini, and Notre Dame Fighting Irish.