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 has 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.