Jessie Eigner
Marketing Consultant
2026 Distinguished Financial Advisor
June 2026
We’re excited to share that Jason has been recognized among LPL Financial’s distinguished advisors for his work in 2025.
While this honor reflects his dedication, it’s also a reflection of something bigger: the relationships we’ve built and the trust our clients place in us every day. It speaks to the care, consistency, and thoughtfulness that go into each conversation and each plan.
More than anything, it’s a moment to celebrate the collective journey we’re on with the families we serve. We’re grateful to be part of it, and we look forward to continuing that work together in the years ahead.
Introducing Maralynn Kearney, CFP®
December 2023
We are excited to announce that Maralynn has just attained her CFP® certification, the standard in financial planning. Please join us in congratulating Maralynn for this accomplishment!
Focus 2023
August 2023
Thank you LPL for a wonderful weekend in San Diego at your annual Focus conference. We enjoyed the opportunity to connect with 6000 of our peers from across the country and see why LPL continues to be a leader in our industry. As a bonus, we were reminded by world-renowned speaker, author, and artist Erik Wahl, to use our imagination and rediscover our creativity because it is the inspiration for our next new ideas both personally and professionally.
Jason Obtains Registered Life Planner® Designation
October 2022
Over the last few years, Jason has worked diligently to attain the status of Registered Life Planner® (RLP®) through the Kinder Institute of Life Planning, founded by George Kinder. Jason is proud to announce that Waddell & Reed recently acknowledged the value and benefit of this designation for his clients by officially approving the designation. Jason is the first advisor of over 1,100 company advisors to receive this training and recognition as a Registered Life Planner®.
As a Registered Life Planner®, Jason joins a select group of over 400 RLP®s worldwide who offer this knowledge.
Jason is excited to offer this deeper level of planning to his clients. There is no greater reward for Jason than helping his clients uncover what is most important to them, and providing them with the financial plan to help them live their dreams.