Jason Mathis
I’m Jason Mathis, a Certified Estate Planner with 20+ years in Financial Services. My team and I help over 600 families monthly with Estate & Will Planning, Retirement, Insurance, Tax Mitigation, and Wealth Transfer.
- Role
- Agency Manager at Mathis Financial Corporation
- Location
- Fort Lauderdale, FL, US
- LinkedIn followers
- 500 followers
General Business & ManagementView LinkedIn profile
About Jason Mathis
I’m Jason Mathis, Certified Estate Planner and proud to lead the day-to-day operations at…
Experience
Agency Manager
Apr 2014 — Present · Fort Lauderdale, FL, US
I Manage a Team of Agency Owners.
Education
Villanova School of Business
Six Sigma Green Belt-Financial Services
2012
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