Our founder, Jason N. Bentley, is an independent certified financial planner with more than two decades of experience in the financial services industry. Through various banking, investment and insurance strategies, Jason provides all our clients with asset and wealth management that is tailored to their goals. Before earning his certified financial planner education from Boston University, he graduated from The Ohio University – Athens with a bachelor’s degree in finance and marketing with a minor in pre-law. He has since been recognized for his performance and abilities, both as a financial planner and as a member of the community.
Jason has qualified multiple times for the Million Dollar Round Table, a prestigious association recognizing financial services professionals for their work in life insurance. He also volunteered as a junior high school football coach, instilling values like self-worth, work ethic and pride into young athletes. In his downtime, he enjoys spending time with his wife, Allison, and their two sons, Ivan and Isaac. A former athlete, he also stays active by golfing, and he closely follows the Columbus Blue Jackets and Ohio State Buckeye football team.
”One key to securing your independence is finding the right teammate. We align ourselves with your goals and stand at your side.”
— Jason Bentley
Overcoming Obstacles Together
As our own agency, we’re beholden to nobody except our clients, and that’s where our focus lies. Whether you’re looking for growth opportunities, the protection of everything you’ve worked so hard to build, or the liquid funds that can help you pursue each of your goals, we’re your partner who can offer you guidance when you’re not sure which steps to take next. We also have the licenses and registrations to provide you with extensive, holistic services that account for every aspect of your financial life, meaning that our partnership can evolve with your needs to ensure that you have a trustworthy source of education and empowerment for your entire journey. View all of our services below.
Contact Us
If you’re ready to strive toward a financially independent lifestyle, fill out our form below! As an independent agency ourselves, we are not committed to any major carriers or companies; only you and your goals, and we can help you explore options that suit them.
