Jason joined Financial Strategies of Wisconsin in 2013 and has been an advisor since 2009. He focuses on using proprietary models developed by the Tenacity Advisory Group to help clients meet their goals as a fiduciary. The tax preparation and planning services through Opie Accounting and Tax, LLC help to make us a one stop shop for our clients' financial needs.
Jason works in the Marshfield office alongside his wife Sarah, who is a CPA at Opie Accounting and Tax, LLC to serve their clients' investment, insurance, tax and bookkeeping needs. They have two teenage daughters that keep busy with school and the Classical Ballet Program at Main Street Conservatory of Dance.
Jason holds FINRA Series 7, Series 63, and Series 66 registrations with Woodbury Financial Services. In addition, he holds the following insurance licenses: Accident & Health, Life, Variable Life and Variable Annuity. Jason has a Bachelor of Science Degree in Ag Business and master's degree in Ag Industries from UW Platteville. In his spare time, he enjoys spending time with his family hiking, boating and exploring Wisconsin.