With three decades of experience in the financial services industry, Jason Welch serves as Vice President and leads the firm’s Retirement Planning Department. He specializes in working with individuals and families to build personalized financial strategies that balance current priorities with future goals. His holistic planning approach integrates investment management, tax strategy, and estate planning with a strong commitment to his clients.

Jason also holds the Chartered Special Needs Consultant® (ChSNC®) designation from The American College and is recognized throughout the Midwest as an advocate for families navigating the complexities of special needs planning. He empowers clients with the knowledge and tools needed to make informed decisions that preserve both long-term financial security and eligibility for essential support programs.

A graduate of Michigan State University with a degree in Finance, Jason holds the Series 6, 7, 24, 52, 53, 63, 65 through LPL Financial, as well as life, variable, and health insurance licenses.