Jason Winemiller

As an experienced Financial Advisor and CERTIFIED FINANCIAL PLANNER practitioner, I help individuals and families achieve their most important lifetime goals through thoughtful planning and smart investment strategies. Most individuals and families have some combination of the following goals: 1) Fund a dignified retirement, which can often last 30 years or more. 2) Educate children and grandchildren. 3) Leave a legacy to loved ones and cherished institutions. In support of these goals, there are three primary elements in my work with clients: PLANNING: Using my firm's eMoney Tool, we will work together to create a realistic plan to help achieve your financial goals. IMPLEMENTATION: Informed by your eMoney plan, we'll create an appropriate investment strategy that is grounded in sound investing principles such as asset allocation, broad diversification, tax-efficiency, and low investment costs. The investment strategy will be tailored to your unique goals and circumstances. GUIDANCE & COACHING: We will review and update your eMoney plan annually, making adjustments to reflect changes in your life and goals. Using my decades of experience, I will provide guidance and coaching to help you make good decisions through the ups and downs of the market to stay on track with your long-term plan. Prior to starting my career, I earned a Bachelor of Arts in Economics from Whitman College. Away from the office, I enjoy golfing, fly fishing, reading and spending time with my family. Please contact me if you would like my help in creating a plan to achieve your goals.