Jason Dettman CFP®
CLIENT SERVICE SPECIALIST

Jason is a CFP® (Certified Financial Planner) and handles much of our financial planning as well as operational tasks. Jason comes to us with a background of over 15 years in the financial services industry. He has worked as a financial advisor and in operations. He prides himself on delivering exceptional service and working with clients to build financial plans and work towards their goals. 

Jason grew up outside of Kansas City, MO. He moved to Amarillo, TX in college and wrestled and coached their program for three years. These days, he loves to travel and see new places. Jason believes the more places you see and the more people you meet, the better person you become. 

He loves being outdoors and when he’s not working, he can be found hiking, swimming in the ocean, and spending time with his family. Jason also enjoys using his creativity to cook and come up with something that hopefully tastes amazing. He admits that while creativity is always present in his cooking, amazing taste, perhaps not so much…