Jason served four years in the United States Marine Corps, and he brings that same dedication to working with clients. He specializes in comprehensive financial planning and is interested in partnering with individuals and families over time and across generations to ensure their long-term investment objectives are fulfilled. He began his career with AFA, Inc. in 2002 after graduating from UW-Madison. He is a Certified Financial Planner™ and earned an MBA with an emphasis in finance from UW-Milwaukee. To learn more, please call or email Jason.