Jason joined Mercer Advisors in 2018, bringing with him more than a decade of experience in the financial services industry. Following twelve years as a Global Technical Account Manager and Sales Engineer with SAP BusinessObjects, Jason began working with FIM Group as a financial planner specializing in investment guidance, income tax analysis, and education planning. Jason earned his B.S. in Mathematics and Computer Information Systems from Wartburg College. He holds a CFP designation, FINRA Series 65 license, and is a member of NAPFA. Jason lives in La Crosse, WI with his wife, Amy, and their four children.