Jason Johnson

Wealth Advisor - CFP®, CRPC®

See if you're a fit

Jared Holt

Terra Johnson

With over two decades in the financial services profession, Jason has had the opportunity to work with some of the top financial institutions and advisors across the Midwest. This experience has allowed him to develop a unique perspective on holistic financial planning and the value of working with an advisor you trust. Education, investments, insurance, tax planning, retirement, estate planning—Jason has a knack for seeing your big picture and crafting a personalized plan with straightforward, achievable steps. Whether it’s sending your children to college, enjoying a comfortable retirement, or creating a lasting legacy, empowering your dreams drives his passion for planning.

Q & A

What’s something about you that might surprise people?

Growing up on a farm was a uniquely valuable experience. From an early age, I remember that there was always work to be done. This not only instilled a strong work ethic and determination but also helped develop adaptability and problem-solving skills that come in handy as needs change across our diverse group of clients.

Q & A

What’s a financial value you live by in your own life?

Experiences are remembered; things tend to be forgotten. While it’s important to enjoy the rewards of your hard work sometimes, I try to prioritize time spent with family and friends. A good meal and a cold beverage with those who are most important to you can have much more meaning than the next new thing.

Q & A

What are the 3 words that people use to describe you?

Positive, Attentive, Diligent

Q & A

What motivates you in your work?

Working with great people to help them find the best financial outcomes for themselves and their families. It always makes me happy to help people realize that they really can live their dream, whatever that may be.

Q & A

When you are not in the office, what are you most passionate about?

My wife, Kara, and daughter, Layla, are my top priorities. They both keep me very active and humble! We enjoy traveling, skiing in the winter, and getting out on the water in the summer.