Jason Richert

About Jason Richert

In today’s world, there are many challenges facing families of all types: balancing…

Experience

1. Financial Advisor Financial Planner

   Mckay Wealth Management

   Jan 2021 — Present

   Dedicated to enhancing the quality of our client’s lives as we oversee their wealth. By listening to our clients and understanding their dreams, wants and wishes drives the planning that we do. Bringing a team approach to our comprehensive financial planning means we combine the knowledge of our team members with the experience of our professional partners to address your entire financial picture. Our mission is to help our clients achieve financial independence and offering independent advice. We’re not bound to any products or services, which provides us the freedom to suggest only what we believe will be in your best interest.We pride ourselves in our planning process and investment services including:• Investment Analysis• Risk Management/Mitigation• Business Succession Planning and Protection• Social Security Benefit Analysis• Retirement Income Modeling• Comprehensive Financial Planning• Strategies for Stock Compensated Employees and ExecutivesFor business owners and their executive staff, we frequently develop customized and highly efficient retirement plans hat provide multiple opportunities for specialized compensation and significant income deferral opportunities. From a 401(k) to cash balance plans, coupled with various profit sharing models, our business clients are set up with world-class plans with all the features and benefits of large scale plans, even if they do not yet have 8 figure balances. We look forward to helping you optimize your situation, whether business or personal!

Education

• High Sierra Law Enforcement Academy

  POST Certificate, Law Enforcement

  1994 — 1994

• Brigham Young University

  Musical Theater

  1991 — 1993

Skills

• Scrum
• Software Project Management
• Crm
• Business Relationship Management
• People Management
• Microsoft Office
• Pmi
• Cross-Group Collaboration
• Account Management
• Program Management
• User Interface Design
• Scuba Diving
• Basecamp
• Mobile Applications
• Team Management
• Bug Tracking
• Certified Scrum Master Csm
• Project Management
• Rfp Preparation
• Cross-Functional Team Leadership
• User Experience
• Collaborative
• Training Delivery
• Management
• Relationship Management
• Client Interfacing
• Powerpoint
• Action Oriented
• Agile Project Management
• Sharepoint
• Testing
• New Business Development
• Mobile Devices
• Remote Team Management
• Pmp
• Virtual Teams
• Dealing with Ambiguity
• Business Development
• Software Quality Assurance