Jason has been developing complex and holistic financial plans for clients since 2007. His specializations include investment guidance, income tax analysis, and education planning. Prior to joining the financial industry, Jason spent twelve years as a Global Technical Account Manager and Sales Engineer for SAP BusinessObjects. Jason earned his B.S. in Mathematics from Wartburg College and holds a CFP® designation, Series 65 license, and is a member of NAPFA. He lives in La Crosse, WI with his wife, Amy, and their four children.