Jason Glisczynski

About Jason Glisczynski

Who we serve- We’re uniquely positioned to serve manufacturing professionals because our expertise lies in creating secure, tax-efficient retirement plans tailored to people like you. Clients We Love to Work With- Hardworking individuals who value clear, straightforward advice and appreciate a tailored approach to managing their wealth, especially as they transition into retirement. A focus on Central WI Manufacturing- We have a deep understanding of the culture and struggles of regional industries, coupled with our active participation in the manufacturing community.Why us?We want to see you WIN!Outcome Over Sales- We have a true desire to present clients with options that best align with their wealth preservation and goals regardless of the compensation associated with their choice. On-Call Expertise from a National Firm- Supported by Summit Financial’s elite team, we give our clients access to expertise in wealth management- tax planning, financial & retirement planning, estate planning, and alternative investments at no additional cost.Prompt Service and Accessibility- We pride ourselves on being accessible and responsive, with advisors who are easy to reach and quick to provide personalized answers and guidance. Collaborative, Gap-Filling Guidance- We work seamlessly with clients’ existing advisors, filling any gaps and offering additional insights without disrupting established relationships or charging extra.Clear, Jargon-Free Communication- We make complex financial topics easy to understand, avoiding industry jargon to ensure clients feel empowered and informed.Investment advisory and financial planning services offered through Summit Financial, LLC,(“Summit”) a SEC-Registered Investment Adviser, doing business as Silvertree. The comments and opinions expressed on this page do not necessarily represent the views of Summit. By clicking on any non-Summit link, you will enter a privately-owned web site created, operated and maintained by a third-party. We have not verified the information and opinions found in third-party material, nor do we make any representations as to their accuracy or completeness. Neither Summit nor its affiliates endorse third-party products and services or their privacy and security policies, which may differ from ours. None of the statements on this page are intended to recommend any security, service, or product or to provide investment, tax, or any other advice. We cannot accept endorsements and recommendations.

Experience

1. Managing Partner, Co-founder

   Silvertree, Llc

   Jan 2018 — Present

   Silvertree offers manufacturing workers a unique approach to retirement planning, combining local roots with national expertise. We provide simple, personalized financial solutions that prioritize financial security and clarity- without the big-box feel or confusing industry jargon.Why Silvertree? Because we want to see you WIN!Prompt Service and Accessibility: We pride ourselves on being accessible and responsive, with advisors who are easy to reach and quick to provide personalized answers and guidance. Collaborative, Gap-Filling Guidance: We work seamlessly with clients’ existing financial advisors, filling any gaps and offering additional insights without disrupting established relationships or charging extra. Clients benefit from access to national experts at no additional cost, enhancing the breadth and quality of service. Clear, Jargon-Free Communication: We make complex financial topics easy to understand, avoiding industry jargon to ensure clients feel empowered and informed.

Education

• University of Wisconsin-Stevens Point

  Bachelor of Applied Science (BASc), Business and Accounting

  1999 — 2001

Skills

• Microsoft Office
• Customer Service
• Strategic Financial Planning
• Investments
• Insurance
• Strategic Planning
• Microsoft Excel
• Fixed Annuities
• Financial Services
• Life Insurance
• Financial Analysis
• Leadership
• Risk Management
• Business Analysis
• Budgets
• Team Building
• Public Speaking
• Management
• Retirement
• Powerpoint
• Retirement Planning