I’ve always been amazed by the power of compounding and time in the market.
At my first full-time job, a representative from HR handed me my 401(k)-enrollment packet and walked away without offering guidance. Fortunately, I had access to my father, a financial professional, to help me choose the right investment strategy to reach my goals. Since that day, I realized many people do not have the fortune that I did in having a financial professional within the family. I became a financial advisor to provide assistance to the people who need support in setting and reaching their financial and retirement goals.
My clients find themselves in two distinct stages of life. I work with people who are currently employed and in the process of accumulating wealth and others who have reached retirement and intelligent wealth distribution is the main objective. Through a thoughtful process, I work with my clients to create an investment strategy to help them find success in every stage of life. By meeting regularly with my clients, we are able to understand and identify changes in financial needs and adjust our strategy to help remain on track.
To better serve my clients, I've earned the AAMS™ designation issued by the College for Financial Planning, and I have completed the CFP® certification process. I’ve spent nearly my entire life in Collinsville and have a passion for my community. My involvement in Kiwanis Club, Collinsville/Triad CEO investor and mentor, CHS Personal Finance mentor, sponsoring and presenting the Kahok Educator of the Month, and being a member of the board of directors for our local chamber of commerce helps me stay connected and give back to my hometown
When I am not serving my clients or working within our community, I prefer to spend time with my wife, Lori, and our daughter, Hayden. You’ll often find us enjoying the great outdoors or headed out for another vacation adventure.
- Retirement Income Strategies
- Retirement Savings Strategies
- Estate & Legacy Strategies
- Charitable Giving
- Insurance & Annuities
- College Savings
My Personal Interests
- Spending Time with Family
- Outdoor Enthusiast
Office Address1008 Vandalia
Collinsville, IL 62234 opens in a new window
Phone NumberJason Rehg at (618) 344-0252
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