Jason Appel

Jason is a CERTIFIED FINANCIAL PLANNER^® who believes financial planning goes beyond just numbers. For him, it’s about creating a Holistic Financial Plan that merges a solid Financial Plan with a considered Life Plan, reflecting his clients’ dreams and goals to achieve financial freedom. Jason values transparency, open communication, honesty and integrity; and forms lasting relationships with his clients and peers. With experience and expertise, he provides objective advice to his clients, ensuring they receive the best possible financial guidance. When not working, Jason indulges his creative side by writing music and playing the guitar, reading, and spending time with his family and friends.