Jason Rucker, CFP^®*

Certified Financial Planner, Founding Partner

Jason has been serving business owners and professionals for nearly 20 years, and with each client, his mission is to understand their values, goals, fears, and hopes so he can help them align their wealth accordingly. He starts by helping them organize and streamline their affairs, and from there, he builds strategies to reduce the impact of taxation, market volatility, and inflation—all while positioning assets to align with client goals.

Jason is a CERTIFIED FINANCIAL PLANNER^® and the recipient of several industry awards and recognitions. He is a member of the National Association of Insurance and Financial Advisors (NAIFA) and has served as a guest lecturer for many industry conferences and workshops.

Jason and his wife Angela are the parents of four children and live in Gilbert, Arizona. A hunting, fishing, and sports enthusiast who enjoys spending time with his family above all else.

Credentials:

- Certified Financial Planner^® (CFP^®)

Education:

- Arizona State University, B.S. Finance

Affiliations:

- National Association of Insurance and financial advisors
- Association for Advanced Life Underwriting
- Million Dollar Round Table**
- Top of the Table