Broker Check
Jason Herzog

Jason Herzog

President / CFO

With over 25 year of experience in the financial services industry, Jason Herzog brings a wealth of experience and knowledge.  As an independent representative, Jason has access to multiple companies.  This means that he has already done the comparative research and can recommend to his clients the appropriate investments for their unique situation.

Not only can Jason help his clients with the accumulation of assets, he can also lead his clients through the transition from accumulation to distribution at retirement.  Jason is a General Agent to a diverse group of health insurers including: Blue Cross Blue Shield, Medica, Health Partners, etc.  This coupled with his knowledge of Social Security and Medicare strategies, makes Jason an excellent and unique choice for helping retirees structure their retirement. Whether its asset distribution or Medicare supplemental insurance, Jason can help his clients choose what direction is comfortable for them.

Jason is a business owner and as such understands the challenges of other business owners. He is passionate about helping other business owners find their way through anything from individual health insurance to disability insurance, life insurance and long term care.  Additionally, Jason can lead his clients through the quagmire of the Affordable Care Act (ACA).

Jason's clients appreciate his ability to explain complex concepts in a simple and engaging manner. 

To contact Jason: