As a Retirement Plan Specialist based in our Manhattan office, Jason is focused on our growing and supporting clients for our retirement plan and employee benefits services. Prior to joining The Trust Company in March 2021, Jason spent 15 years with DPI Benefits in Manhattan. There he developed expertise in individual and employer-sponsored retirement plans, as well as various employee benefit plans. Jason holds the Certified Plan Fiduciary Advisor (CPFA) designation.
"I enjoy helping people in all stages of life, to understand, work toward, and achieve their financial goals."
Jason holds a B.S. in Elementary Education from Kansas State University. A proud K-State fan, he has attended every home football game since 1998! Jason is a lifelong resident of Kansas who grew up in Kensington, KS and has lived in Manhattan for 22 years.
Jason and his wife, Adrienne, an interior designer in Manhattan, have two daughters. They enjoy spending time with extended family and friends, traveling, participating in outdoor activities and attending concerts and sporting events—especially those K-State games.
Our advisors are passionate about helping people achieve financial peace of mind. Contact us today to get the conversation started.
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