WE ARE AN ALASKA OWNED AND OPERATED TEAM OF FINANCIAL SERVICES PROFESSIONALS DEDICATED TO HELPING YOU OR YOUR BUSINESS ACHIEVE YOUR FINANCIAL GOALS.
Jason has a rich history in the working in Alaska. At a young age, he began working for the Alaska Railroad. He worked for several years as a baggage agent, operating forklifts and keeping baggage operations running smoothly. During his early years at the Railroad, he completed his B.A. in Criminal Justice from the University of Alaska-Anchorage. After the completion of his degree he transitioned into train operations as a Conductor and Locomotive Engineer. After five years of train operation he became an Operations Manager in 2002. He was in charge of logistics operations in the Anchorage area then eventually the entire rail-line operations as Senior Operations Manager. He held this position until retiring from the AKRR in 2014 and transitioned into financial planning.
Jason, along with his team, started Vision Financial to fulfill his passion of helping others achieve financial stability and success. He enjoys coaching people to make sound decisions so they can make their financial dreams and goals become reality. He takes time in analyzing his clients’ options in a logistical manner to find out which platforms of investments are best suited to set them up for future financial stability. The services he offers include various forms of life insurance, as well as education investments, retirement and extended care plans.
Jason and his wife, Tania, were both raised in Alaska with families that fostered in them a love for the outdoors. Jason grew up in South Anchorage where he was actively involved in his local community through sports and community events.
Today, his personal mission in the community is financial education. Jason has taught financial health courses to over 270 members in his local community through church programs. He remains involved in sports through recreational hockey and as the President of the Chugiak-Eagle River Nordic Ski Club. He volunteers as a ski coach and helps orchestrate local race events. Jason and his wife have two children with whom they enjoy spending time with in Alaska’s great outdoors.
At New York Life, we believe in helping people like you, families like yours, and business of all kinds. Since 1845, we've been doing just that - making sure our customers are prepared for whatever life has in store and doing everything we can to help them face tomorrow with confidence.
Creating an insurance and financial blueprint is a two-way street, which means that the key to getting maximum value from our relationship is communication and candor.Learn more
Below are brief summaries of some of the topics that may arise as we explore your long- and short-term financial goals. The information will give you something to consider as you prepare for our initial review.Learn more
If you are a business owner, you have the added responsibility of your business to worry about on top of your family. The following information can help you start thinking about possible solutions to your needs and help you prepare to consult with me.Learn more
Consulting As an Agent of New York LIfe, on your behalf I can consult with the Advanced Planning Group--a premier planning team within the company possessing expertise in law, accounting, financial planning and insurance.Learn more
One of the best things about being a New York Life Agent is being able to offer-real world solutions to people who have a genuine need. In that respect, I consider my role to be more of a trusted professional: someone who will see you through life's most difficult moments and help you prepare for the opportunities ahead.
I prefer to take a measured, thoughtful approach-one that is grounded in reality and gives you the best chance of meeting your financial goals and objectives.
Everyone is different, so it's important for me to learn as much about you as possible. What are your goals? Where would you like to be in 10 to 20 years? What financial resources do you already have in place? The more I get to know about you, the more insightful my recommendations will be.
Together we'll prioritize your goals and turn them into clear, measurable objectives. That way you can see how even the biggest challenges-like paying off your mortgage or retiring early-can be accomplished.
Next, we'll identify some insurance and financial products to help you meet your goals and needs. I can even consult with your financial, tax, and legal advisors to make sure our efforts fit in with your overall plans.
Registered Representative for NYLIFE Securities LLC (Member of FINRA & SIPC) A Licensed Insurance Agency
188 W. Northern Lights Blvd. Anchorage, AK 99518
Office:907 279 6471
Cell:907 726 7092
Fax: 907 257 5209