Burlington, IA 52601-1670
Jason joined MidWestOne in 2017 after serving clients for the previous 11 years at two other firms. He is a Burlington, Iowa native whose life has taken him on brief stints to Cedar Falls, Iowa and the greater St. Louis, Missouri area. He has a Business Administration degree from SCC and a certificate in Financial Planning from Boston University. Jason holds Series 7 and 66 securities registrations through LPL Financial and maintains Life/Health Insurance licenses in multiple states.
Jason believes in service, both to his clients and community. In 2016, Jason was named the Young Professional of the Year by the Greater Burlington Partnership. Jason is currently the President – Elect of the Burlington Kiwanis Club where he is involved in several community events, most notably the Shamrock Shuffle 5K color run. He serves on the board at Community Health Centers of Southeast Iowa, and helped lead a funding campaign to renovate the Burlington Depot in 2016. Jason’s passion is helping others reach their full potential and believes planning is a core component of that. That’s why, at MidWestOne, Jason utilizes a plan first approach to ensure your investments are on track to work toward reaching their full potential.
Family time is extremely valuable in his household. When they are not together hiking or playing games Jason’s wife, Allison, provides homework help through an online classroom for K-12 students. His two young sons love running around outside with the family dog.