500 South Clinton Street
Iowa City, IA 52240
Jason has been helping clients create and navigate their personal financial plans since 2005. In January of 2017 he joined MidWestOne serving our Southeast Iowa markets from his hometown of Burlington. Now, primarily officing out of Iowa City, he serves clients in both geographic regions.
Jason specializes in aligning investments with personal preferences and priorities. 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?” He tries to answer those questions as simple and straightforward as possible, leaving the 300+ page financial plans behind. Jason believes that without some sort of plan to reach your goals, there is no way to know if you are taking the right steps to get there. Together with his clients, he aims to generate a plan that is actionable and direct.
Outside of the office, Jason enjoys spending time outdoors with his wife Allison and their two sons, Ian and Jack. He is an avid cyclist - you just might see him on the many trails around Iowa City or giving back thru volunteerism to the communities he works in.