Jason Dettman, CFP®

Director of Paraplanning

Client Service Manager, Client Service Specialist

With over 15 years of experience in the financial services industry, Jason has worked as an independent Financial Advisor and Planner. His experience includes a wide variety of practice management including utilizing financial planning software to create and present plans to clients, trading and rebalancing client portfolios, researching and tracking investment options, CRM management and maintenance, and finance-specific marketing. Jason excels at taking in the big picture and using that to dive into the details in order to most efficiently run an individual practice. As Client Service Manager, Jason utilizes these qualities and expertise to manage his own team of Client Service Specialists, while also serving as a CSS himself. He is passionate about helping advisors to free up time to focus on doing what they do best.

Jason loves to travel and see new places. He believes the more places you see and the more people you meet, the better person you become. He loves being outdoors and when he’s not working, he can be found hiking, swimming in the ocean, and spending time with his family. Jason also enjoys using his creativity to cook and come up with something that hopefully tastes amazing. He admits that while creativity is always present in his cooking, amazing taste, perhaps not so much…