General Inquiry 800-658-9474
401(k) Employee Inquiry 800-716-3742
As the Chief Revenue Officer, Jason leads our Eau Claire team and works with individuals, attorneys, and business owners on all aspects of wealth management – financial planning, retirement planning, estate planning, and trusts. Prior to moving to our Eau Claire office, he worked as a relationship manager and regional account executive in the La Crosse office. He leverages his years of experience to create awareness of Trust Point and the value-added services we can offer, including presenting at financial education seminars for clients, prospects and community organizations.
Monday, September 28, 2026 | 11 am – 12 pm CST
Women are often caring for aging parents, children and family, simultaneously. But, caring for the people you love shouldn’t mean putting your own financial future on hold! Sign up for our first HerPoint webinar to learn financial steps to help you balance the needs of caring for your parents, your children and yourself.
Can’t attend live? Register to receive the replay.
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