Jason Dobrzynski, CFP^®, CMFC^®

Jason Dobrzynski has been a Financial Advisor since 1999. When working with individuals, he takes a holistic approach to financial planning that focuses on the person and not the money. He believes that most people have dreams for their lives that are closely guarded and beliefs about their money that are unexamined. By taking his clients through a comprehensive financial planning and visioning process, specific goals can be identified, as well as obstacles that stand in the way. Jason then works with his dedicated team to develop a plan to put strategies together as part of a person's overall financial plan designed to support more balanced and fulfilling lives.

Jason is a proud graduate from the University of Minnesota with a Bachelor's degree in Economics. He is also a CERTIFIED FINANCIAL PLANNER™ practitioner.

Jason's passion for serving his community has led to him to becoming part of the Rotary Club of Western Springs, as well as involvement in organizations such as the Western Springs Business Association, West Suburban Chamber of Commerce, and Financial Planning Association.

He is happily married to his lovely wife, Kristin and a proud Father to his daughter, Teagan and son, Theo.  Away from work he enjoys his weekly exercise routine, his annual family trip to northern Wisconsin, and traveling anywhere with his family to gain new life experiences and appreciation.