Biography:
Jason provides tax and financial services, with an emphasis on individuals and small businesses. Upon joining the firm in January 2017, Jason’s responsibilities have revolved around preparing individual tax returns and developing financial plans to meet individual’s financial needs with careful attention to tax implications.
Credentials:
• Registered Representative
• Investment Advisor Representative
• National Social Security Advisor (NSSA®)
Education:
• Master of Business Administration (MBA), General Management
Southeast Missouri State University
• B.S. in Business Administration, Finance
Southeast Missouri State University
Professional Memberships:
• Member – Ste. Genevieve Chamber of Commerce
Community Involvement:
• Volunteer Baseball Coach – American Legion Post 150
Professional Emphasis:
• Tax & Financial Planning
• Individual Tax Preparation
Personal Interests:
Spending time with family and friends, following his niece and nephews in all their sports endeavors, hunting, fishing, and baseball (Go Cardinals!).