The goal at Vector Wealth Strategies is always to provide you with guidance and assistance as you transition from success in your career to significance in your retirement. We also work to ensure that your second half is secure even as our Lead Advisors consider their own second half life goals. As a first year Wealth Management Analyst, Jason’s role is to listen and learn. He attends client meetings to help the Lead and Senior Advisors take notes, create follow up tasks and delegate work to the service team. He then works behind the scenes with the Lead and Senior Advisors monitoring investments and drafting financial plans.
Already quite accomplished academically, Jason graduated from Purdue University with a Bachelor of Science in Financial Planning. Throughout his studies, he has gained hands-on experience in wealth management, investment analysis, and banking, developing a wide breadth of technical skills. At Purdue, Jason served as a member of the Financial Planning Association and took the initiative to launch his own boxing club, where he built a community around fitness and personal growth, fostering leadership and teamwork among its members.
In his free time, Jason enjoys golfing, listening to new music, spending time with family and friends, and exploring the outdoors. Passionate about finance and continuous learning, he is excited to contribute his skill and grow in a career that makes a meaningful impact in people’s lives.
