Broker Check
Jason Wenzel, CFP®

Jason Wenzel, CFP®

Wealth Manager

Jason grew up in Dayton, Ohio, and moved to Indiana after attending Indiana Wesleyan University, where he met his future wife, Emily. As a student, he excelled on the track and cross-country teams, earning All-American honors three times while double majoring in Finance and Economics.

In 2011, Jason entered the financial services industry with a desire to help people manage their money effectively. He initially worked in the tax reporting department, where he explained complex tax and cost basis issues to clients and advisors. This experience motivated him to become a financial advisor to help clients proactively avoid tax problems.

Now a CERTIFIED FINANCIAL PLANNER™ professional, Jason employs a goals-based approach to assist clients in maximizing their financial potential and achieving their life goals. Licensed in several states, he seeks innovative strategies to help clients grow their wealth while protecting their assets.

Jason and Emily, a physical therapist at a local hospital, have made their home in the Geist area. They have two wonderful children and a golden retriever. The family is active in their church, and enjoys biking, coaching their son’s sports teams, and exploring the many attractions Central Indiana offers.