Jason R. Hassman
CFP®, CLU®, ChFC®
Director of Planning
Jason started with the firm in 2016. As a Director of Planning, he helps clients set goals for their lives and beyond and, most importantly, to implement a plan to make those goals a reality with a focus on risk management, efficiency and delivering peace-of-mind. Jason came here with 10+ years of
financial services experience in insurance, banking and trust management. Since joining the firm,
Jason has added the CERTIFIED FINANCIAL PLANNER (CFP®), Chartered Life Underwriter (CLU®) and
Chartered Financial Consultant (ChFC®) designations.
Personally, he grew up near Mason City and graduated from Central College in Pella. While at
Central, he was on the baseball team and spent a semester studying abroad in Wales. Jason
currently lives in Cedar Falls with his wife, Tayler, daughter, Evelyn and their two cats…and one
horse. In his spare time, Jason loves to travel with his family, follow his beloved Chicago Cubs and
Tampa Bay Buccaneers and to spend time outside, mowing and playing in the yard.