MEET THE TEAM

Jason Hill has been in the financial services industry since 1998, and has directly managed over $100 million in client assets.

Jason’s investment philosophy is one of risk management. The cornerstone to his success is the vigilant recognition that in Retirement, losses hurt you more than gains help you™.

Jason’s commitment to the retirement needs of Americans has led him to numerous endeavors. Beginning with two years in banking, advising on asset management, and how best to invest his client’s assets. He then went on to work for Merrill Lynch and Edward Jones, as an investment advisory representative, and certified financial manager to help piece together wealth strategies for his client’s looking to preserve and grow their assets, as well as create legacies for future generations. In 2007 Jason became an independent portfolio manager and investment advisory representative, specializing exclusively with professional athletes, and people within the entertainment industry until 2016. Jason ultimately felt he could best serve his community by utilizing the knowledge he acquired over the years to solely focus on finding solutions to overcome the struggles of achieving an adequate retirement, by acting in a fiduciary capacity for his clients.

Jason and his wife, Ryan, also serve their community by acting as mentors to others in need of marital, financial, personal hardship/abuse, and addiction mentorship.