Jason Craine, CFP®, AWMA®, AAMS®

Senior Wealth Advisor

Designations and Licenses

Jason is a CERTIFIED FINANCIAL PLANNER™ professional, an Accredited Asset Management Specialist℠ and an Accredited Wealth Management Advisor℠. He also holds life, health and variable contracts insurance licenses.

Experience and Education

Jason provides customized wealth management solutions to help meet the objectives of each client. He works with clients on developing financial plans, asset allocations and insurance reviews and also helps manage their day-to-day needs.

Jason has more than twelve years of experience in financial services and investments. Prior to joining the firm, he had a holistic financial planning practice at Northwestern Mutual. Prior to that, he was an assistant vice president of intermediary markets for Scout Investments.

Jason has a bachelor’s degree in Business Administration emphasis in Management Leadership from William Jewell College.

Personal Interests

Jason enjoys cheering for the St. Louis Cardinals and the Kansas City Chiefs. He is a dog and animal lover, likes riding his Harley, woodworking and competitive sports, especially football and volleyball. He is the proud father to two sets of twins.

Jason’s Office

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