Jason Reynolds, AIF®(Accredited Investment Fiduciary®)
Growing up in a small town helped teach me the meaning and power of these words. Working in and servicing clients in the communities that Farmers Savings Bank is located continues, for me, the need to always honor these words and what they stand for: Neighbors helping neighbors.
I bring 28 years of insurance and financial services experience to the Farmers Savings Bank Investment Center. My greatest professional enjoyment comes from helping clients grow and protect their wealth through the Basket ProcessTM designed to guide them in their personal flow of money. My clients' dreams and goals are what drive my every thought in their personal investment process.
As a FINRA Series 7, 65 securities registered advisor with Commonwealth Financial Network®, one of my top concerns is to continually upgrade my education to make sure I am giving you, my client, the best possible advice for all of your insurance and investment needs.
I specialize in 401(k) rollovers, retirement and investment planning, life insurance, and long-term care/estate planning needs.
The greatest compliment my clients give me is a referral for me to speak with their friends and family.
I enjoy a wonderful family life near Stoughton, Wisconsin, with my wife and two sons. As a family, we enjoy most outdoor activities, including camping, hunting, fishing, cross-country skiing, snowshoeing, bicycling, and hiking with our yellow lab. I also enjoy helping out with my sons' Boy Scout troop and cheering them on in their sports activities.
A few of my passions are pheasant hunting in SW Wisconsin and South Dakota, deer hunting, spending time at our family's cabin, and completing the American Birkebeiner (26 years and counting).
I believe, to successfully help individuals achieve their goals, it is my responsibility to give them the knowledge and confidence in themselves through educating them on investing. Therefore they feel committed to their goals and strive to achieve them through their partnered decision making.
In partnering with individual investors and their families, I help them build personalized investment strategies to achieve their financial goals, specializing in helping clients prepare for life events such as: special purchases (i.e, saving up for that cabin up north or going on that long-awaited honeymoon, helping kids with college tuition, or that dreaded roof), developing custom personalized retirement plans to ensure clients can live the lifestyle they desire in retirement, and helping clients make sure their hard-earned savings are protected and treated with respect when the time comes to pass it on to the next generation.
As a registered FINRA Series 7 and 66 licensed advisor, I aspire to support the local communities of Farmers Savings Bank successfully achieving clients' individual investment needs.
I graduated from Southwest Wisconsin Technical College and the University of Wisconsin Platteville, earning associate's and bachelor's degrees.
My wife, two daughters, and I currently reside in Oregon, Wisconsin. Outside of work and when not spending time with my family, I like to fish, hunt, shoot trap, golf, attend sporting events, and support local service organizations.