General Inquiry 800-658-9474
401(k) Inquiry 800-458-9111
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.