Burlington, IA 52601-1670
Jason worked as a financial advisor at US Bank and Great Western Bank, before joining MidWestOne in January of 2017.
Jason specializes in aligning investments with personal preferences and priorities through Risk Number investing and the Retirement Roadmap. Since joining the financial industry, he has been passionate about answering the two most commonly asked financial questions; “How am I doing?” and “Will I be ok?” Jason’s believes that without a plan for retirement, there is no way to know if you are taking the right steps to get there, or to stay retired.
Outside of the office, Jason enjoys spending time with his wife, Allison, their two sons, Ian and Jack, and their Dog, Luna. He enjoys cycling and being a member of Team BEAST (Burlington Endurance Athletes Sports Team), participating in RAGBRAI and Snake Alley Criterium, among other events across the Midwest. Within the community, Jason was named the 2016 Young Professional of the Year* by Greater Burlington Partnership, has served as president of the Burlington Kiwanis Club, is a Greater Burlington Leadership alumni. He also serves as the Board Chair at Community Health Centers of Southeast Iowa and recently led a renovation capital campaign for the Burlington Depot.
*Winners selected among members of the Greater Burlington Young Professionals based on contributions to the local community.