Jason Siebert

I’ve spent the last 2 decades in the financial industry, focusing on wealth protection and financial retirement planning. Educating clients and making sure they understand their investment options before implementation is critical to me. Our firm operates outside of the box offering products and ideas without market risk. To serve my clients to the best of my ability I am a member of NAIFA - National Association of Insurance and Financial Advisors and the American Association of Long Term Care Insurance. I'm also a certified National Social Security Advisor. In addition, I have qualified for the MDRT for the last 5 years consecutively. I graduated from Kings College with a degree in Economics and played college baseball while there. When I’m not working with clients, I love going on adventures with my wife and daughter. My wife Jessica is a registered nurse. In my down time I enjoy cooking, traveling, coaching baseball, and many DIY projects around the house. I look forward to working with you in the future.