Jason is responsible for business acquisition and provides executive oversight of the client relationship management function across the Wilon organization. As an advisor, Jason’s goal is to apply his detail-oriented personality to help develop and implement financial plans for the firm’s clients.
Jason was still in elementary school when he saw his first compound interest chart and realized a career in finance was his only choice. His love for finance continued to grow as he attended the University of Iowa, where he received his bachelor’s degree in finance. After graduation, Jason began his work in the securities industry, as a Financial Advisor for Waddell & Reed, and realized that his true passion was to help individuals and families grow, protecting and transitioning their wealth through the financial planning process. Over the course of his career, he has built countless loyal client relationships and ultimately decided to use his people skills and industry expertise to co-found Wilon Wealth Management.
A native of northwest Iowa, Jason grew up respecting the value of hard work. Over the years, he saw his family’s business grow and flourish by doing right by people. Today, he takes the same approach, striving to always do what’s best for each individual client, rather than providing cookie-cutter solutions, with the goal that wealth and success will follow. Jason finds the most satisfaction in seeing people achieve their personal and financial goals.
Away from the office, Jason enjoys golfing, hunting and spending time with his family. He and his wife Brittney live in the Des Moines area with their dog, Murphy. Brittney is a second grade teacher and also a native of northwest Iowa.