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Jason M. Lach, CLTC, RFC

Jason M. Lach, CLTC, RFC

Independent Investment Advisor

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As a financial professional and an active member of my community, I am dedicated to helping individuals and businesses build their financial futures. To stay on top of my field and develop my professional skills, I regularly attend industry training and certification programs.  I am a member of NAIFA & GAMA and have earned the certifications of CLTC, RFC  and am currently involved in the Academy of Preferred Financial Advisors

As a graduate of Bethel College in Business Management;  My education, experience and professional affiliations have fostered my practical approach to offering financial services and advice to my clients. Maintaining a strong sense of community and a solid professional foundation are very important to me. I am involved in many local groups. I enjoy traveling, fishing, playing sports and spending time with my family.  I am married to my wonderful wife Sara and have two kids, Abby & Josh.

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