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Jason holds his undergraduate and master’s degrees in Accounting and Finance from the University of Oklahoma. Jason is securities licensed an Investment Advisor Representative with Impact Wealth, LLC and Csenge Advisory Group, a SEC Registered Investment Advisory Firm. He is also licensed in life and health insurance.
With an extensive career spanning the finance and insurance industries, Jason specializes in retirement planning and tax reduction strategies. His particular industry knowledge and experience enable him to empower professionals, families, and business owners to make impactful financial decisions that maximize their financial legacies.
Jason believes that your financial strategy should be as unique as you are—not a “cookie-cutter” approach commonly seen at large banks and investment firms. To achieve the greatest impact, his firm takes a holistic approach, carefully considering each client’s distinct tax, legal, and financial circumstances to develop highly customized plans tailored to each client's specific goals.