A Michigan transplant and former Engineer who has lived all over the US and has set down roots in the western suburbs of Chicago. Jason lives with his wife and daughter along with their dog in Naperville, IL and love their community and helping others improve theirs.
I specialize in assisting young families and experienced professionals reach their financial goals and to help lessen the stress of managing finances and prepare for the future. My clients understand that investing alone isn't enough to properly protect their families and their legacies which is why we comprehensively combine risk management and investments to provide the greatest impact.
Registered Representative of Park Avenue Securities LLC (PAS). OSJ: 2550 COMPASS RD, SUITE E, GLENVIEW IL, 60026, 847-5640123. Securities products offered through PAS, member FINRA, SIPC. Financial Representative of The Guardian Life Insurance Company of America® (Guardian), New York, NY. PAS is a wholly owned subsidiary of Guardian. True Wealth Strategies LLC is not an affiliate or subsidiary of PAS or Guardian. CA Insurance License # 4195405. 8362600.1 exp 9/27