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Jason received his undergraduate and master’s degrees from the University of Oklahoma in Accounting and Finance. He is an Investment Advisor Representative with Impact Wealth, LLC and Csenge Advisory Group, an SEC Registered Investment Advisor, and has a life and health insurance license with the state of Oklahoma. Jason has an extensive career in the finance and insurance industries and specializes in retirement planning and tax reduction strategies.
Jason leverages his expansive industry knowledge and experience to help empower individuals, families and business owners to make the best, most impactful financial decisions that maximize their financial legacies. He believes your financial strategy should be unique as you are instead of the typical “cookie-cutter” solutions provides by most large banks and investment firms. In order to achieve the maximum impact, his firm takes a wholistic approach taking into consideration your unique tax, legal, an financial circumstances to create highly customized plans tailored to your goals.
He believes your financial strategy should be as unique as you are.