Jason Heffner, RICP®, AIF®
Managing Partner, Senior Financial Representative, Principal Securities Registered Representative, Financial Advisor
Jason has been in the financial services industry since 2002. He has a strong focus on 401(k) plans, working with business owners, and helping people retire with confidence. Jason believes he is not only here to help when times are good, but also here to help his clients when times are difficult. He’s passionate about walking through life with clients and celebrating their victories but also helping them when they need somebody to lean on.
Jason grew up on a farm outside of Lawrence, KS, and this is where his strong work ethic began. Starting at 14 years old, he started working two jobs and at 17, he started investing. Jason graduated from K-State University with his Bachelor of Science in Agriculture and at 22 started his own business as a financial advisor. Jason has his FINRA series 7, 6, 63, and 65 securities registrations. He is an Accredited Investment Fiduciary (AIF®) and a Retirement Income Certified Professional (RICP®).
Outside of work, Jason spends the majority of his time outdoors. Jason is a board member of the Baldwin Education Foundation and a member of Cornerstones for Care. He enjoys completing projects on his farm, traveling, exploring, hunting, and rock climbing. Jason also loves spending time with his family. He’s happily married to his wife, Cassy, and they have three children – Madilyn and Jaxson, who are twins, and his youngest daughter, Grace.
AIF® (Accredited Investment Fiduciary®) is an educational designation only, obtained by the holder by completing the requisite coursework. The AIF Designation does not mean the holder is acting in a fiduciary capacity. 2336614-082022