Jason, co-founder of Silvertree, LLC. is an independent Investment Advisor Representative and fiduciary. He has been in the financial services industry since 2004, and is a Certified Financial Planner™ practitioner. The CFP® marks identify those individuals who have met the rigorous experience and ethical requirements of the CFP Board, have successfully completed financial planning coursework and have passed the CFP® Certification Examination covering the following areas: the financial planning process, risk management, investments, tax planning and management, retirement and employee benefits, and estate planning. CFP® professionals also agree to meet ongoing continuing education requirements and to uphold CFP Board’s Code of Ethics and Professional Responsibility, Rules of Conduct and Financial Planning Practice Standards.
As a retirement income planner Jason’s knowledge and understanding of the steps necessary to maximize his clients’ Social Security, pension, 401(k), and other benefits makes him an ideal planner to work with. Jason is committed to researching various investment tools and strategies to help clients maximize their retirement income. Jason believes it is never to early to start the planning process, and the sooner you start, the higher your probability of success.
Jason carries a Certified Annuity Specialist (CAS) designation from the Institute of Business and Finance. The CAS designation is designed to reflect strong fixed index, traditional fixed-rate and variable annuities knowledge. Although annuities are not right for everyone, they can be a powerful tool when applied in the proper situation.
Jason utilizes a multitude of investments and strategies with clients including traditional bank CDs, FDIC insured Market Linked CDs, annuities, structured notes, hedged equity strategies, defensive switching strategies, volatility triggered trading, stocks, bonds, ETFs and Interval Funds. By blending a mixture of stock market tools alongside accounts with guarantees, backed by the federal government or insurance companies, while keeping a keen eye on taxes, Jason strives to provide his clients peace of mind knowing that their accounts are within their risk tolerance and operating efficiently.
In his off time, Jason enjoys spending time with his beloved wife, Clair. They enjoy backpacking, biking, golfing, camping and fishing. Clair and Jason are members of the Celebrate Plover Foundation board of directors. Jason gives back to the community in several ways. He is a Finance Committee Member for the Celebrate Plover Foundation, Finance Committee Member for The Boys and Girls Club of Central Wisconsin, Treasurer for the Central Wisconsin Symphony Orchestra, and an instructor and member of Adult Financial Education Services (AFES). Jason also is a weekly guest on the Sunday morning Polka Jamboree on 101.9 FM featuring the retirePREP minute.