Jason Topp

Jason is a Certified Financial Planner (CFP®) and has been serving over 300 families in our region and across the country for over 16 years.

He believes that many people seeking financial advice are simply tired of being sold to. His 3-step process, Story, Collaboration, and Implementation focuses on putting clients at the center, not financial products, so they can have the clarity to get to where they want to go.