Personal

Jason grew up in Muscatine, IA and graduated high school in 1999.  From 2000-2002, Jason served as a missionary for his church in Johannesburg, South Africa. After returning home, he attended BYU Idaho and met Elise whom he married in 2003. While attending college, Jason sold security alarms door to door for a dealer of ADT in large cities such as San Antonio, Minneapolis, Saint Louis, and Omaha. Jason graduated in 2006 with a Degree in Business Management specializing in Human Resources and Marketing.  After graduation, he moved to West Des Moines and since 2011 has lived in Waukee with his wife, Elise, and their five children Charlene (goes by Charly), Carter, Caelyn, Carissa, and Coen. 

Jason did an internship with Northwestern Mutual in 2005 and started full time in November of 2006.  His hobbies include running, golfing, fishing, biking, serving in his church, and being with his family.  He has competed in 11 marathons throughout the Midwest and has completed a handful of triathlons. Jason grew up fishing with his father/brothers and still does an annual fishing trip that also includes his sons. Jason can also be found playing his piano, dancing, and singing in his church choir.

My Family

Professional

Professionally, I am a Qualifying member of the Million Dollar Roundtable (2012-present) and a member of the Central Iowa Society of Financial Services Professionals (FSP).  

I serve on the Board of the Central Iowa Society of FSP and was the President for 2017-2019 chapter years.

I have studied through The American College to earn my CFP®, RICP®, CLU®, ChFC®, CASL®, WMCP®, and ChSNC. The American College, founded in 1927, and located in Bryn Mawr, Pennsylvania, is the nation’s leading educator of professionals in the financial services industry.  

  • CFP® Certified Financial Planner™
  • RICP® Retirement Income Certified Professional
  • CLU® Chartered Life Underwriter
  • ChFC® Chartered Financial Consultant
  • CASL® Chartered Advisor for Senior Living
  • WMCP® Wealth Management Certified Professional
  • ChSNC® Chartered Special Needs Consultant 

 

Awards and Recognition

  • Million Dollar Round Table Qualifying Member 2012-Present
    • MDRT is the premier association of financial professionals. MDRT status designation is granted for one year and members must apply every year to continue their affiliation with the MDRT

Lending a hand in my community.

As part of Northwestern Mutual, I'm proud to help accelerate the search for better childhood cancer treatments while supporting families undergoing treatment, and survivors from late effects. Here are some of the organizations we partner with:

Alex's Lemonade Stand Foundation for Childhood Cancer (ALSF)

ALSF funds cancer research, raises awareness, and supports the families of children with cancer. Since 2012, Northwestern Mutual, its employees, and financial professionals like me have donated more than $20 million to support ALSF and fund over 400,000 research hours.

Visit partner website

Alex's Lemonade Stand logo

Beads of Courage

Beads of Courage is an art-in-medicine program that helps kids with cancer tell their unique treatment story through colorful beads that are symbols of their courage.

Visit partner website

Beads of Courage logo

Here are my areas of expertise

Financial Planning

Insurance Protection Strategies

Life Insurance Strategies

Retirement Planning & Income Strategies

Education Planning & Funding

Disability Planning

Multigenerational Planning

Estate Planning

How Northwestern Mutual helps you live the life you want.

When people feel better about their money, good things happen—they become more confident and feel more secure. For more than 160 years, Northwestern Mutual has helped people achieve the financial flexibility they need to live more and worry less.

Being a mutual company means Northwestern Mutual reports to its clients, not Wall Street. They don't believe in chasing fads or taking undue risk for short-term gains. Instead, they take a long-term approach—both in the way we help people plan to reach their goals, and in the way they do business. This has served their clients (and mine) well through all kinds of economic ups and downs, including wars, recessions, even the recent pandemic.

It's why I'm happy to be part of a company that's in it for the long-haul and prioritizes clients over profit.