Financial Action, Inc.
Jason Roque CFP®, APMA® and AWMA®
- Over 20 years of investment industry experience
- Jason became a Certified Financial Planner™ professional in 2016, an APMA® (Accredited Portfolio Management Advisor) in 2019, and an AWMA® (Accredited Wealth Management Advisor) in 2020
Kerry J. Hilsabeck, CFP®
- Over 10 years of financial services experience
- Kerry became a Certified Financial Planner™ professional in 2020.
Brandon Ridenour, CFP® and CRPC®
- Over 10 years of financial services experience
- Brandon became a Chartered Retirement Planning Counselor SM
in 2020 and a Certified Financial Planner™ professional in 2024. ?
Our product is our people.
We understand that our financial advice and diligent customer service have a large impact on your ability to meet your long-term goals. It is with great care that we handle your financial planning, investment management, and insurance needs.
Contact Us to schedule a Meet & Greet today!