Jason Meier
Financial Coach | AFC® | MBA | Veteran
- Role
- Personal Financial Counselor at Magellan Federal
- Location
- Colorado Springs, CO, US
- LinkedIn followers
- 500 followers
About Jason Meier
As an Accredited Financial Counselor (AFC®), I help individuals and families take charge of their finances, build lasting security, and plan confidently for the future. I’m passionate about making complex financial topics simple and giving people the tools and support they need to succeed.Before this chapter, I spent 25 years in the U.S. Army, retiring after battalion command. I led diverse teams through demanding missions worldwide, managed millions in resources, and guided Soldiers and their families through all of life’s ups and downs. That experience taught me the value of clear planning, steady leadership, and always putting people first.Today, I bring that same focus to financial counseling, helping clients create practical plans, navigate uncertainty, and achieve goals that truly matter.Strengths- Financial Education & Coaching- Strategic Planning & Risk Management- Change Management & Process Improvement- Leadership & MentorshipIf you’re looking to get organized, build a plan, or just want to feel more confident about your financial future, let’s connect.
Experience
Personal Financial Counselor
Aug 2025 — Present · Colorado Springs, CO, US
Certified professional who provides education and counseling to Service members and families to help them develop individual strategies to achieve financial goals and maintain their financial well-being.
Education
Methodist University
Bachelor of Science, Business Administration – Concentration: Resort Management, Minor: Real Estate
1999 — 2004
Kansas State University
M.S. in Personal Financial Planning
2026 — 2027
Missouri University of Science and Technology
MBA, Business Administration
2011 — 2011
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