Phone: 602.468.9667

Jason Chalmers, Director

Jason focuses on providing tax-advantaged solutions to organizations, business owners, professionals, key executives, and high net worth individuals.

At the organizational level, he designs executive benefits plans that help recruit and retain top talent—strategies that both build and protect the wealth of key executives.
For professionals, Jason delivers solutions that are unique to each firm’s ownership structure—oftentimes adding significant value to partners with minimal tax consequences.

In the high net worth space, he utilizes sophisticated life insurance solutions to assist in wealth accumulation and estate planning. “Limiting a client’s tax exposure provides the simplest and most effective way to maximize overall performance.”

Jason comes with 20+ years of experience in the financial and investment arena. A diverse background that includes portfolio management, institutional equities trading and managing the largest NASDAQ trading desk on the Chicago Stock Exchange.

Jason has a BS in Finance from the University of Colorado, holds FINRA Series 7 and Series 63 licenses, is a registered representative of M Holdings Securities, Inc. and has authored several articles on tax-efficient strategies. A resident and active community member in Lake Forest, IL, Jason enjoys running, golf, platform tennis and spending time with his wife, Sonja, and their two children.