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Jason is the President, CEO and Portfolio Manager at Northwest Financial & Tax Solutions. He works with clients and prospective clients to develop custom and comprehensive retirement income plans. Jason has also been recently featured in Forbes, Newsmax, Yahoo Finance!, and co-hosts the weekly radio show, “the Retirement Trailhead” and podcast, “Peaks and Valleys”.
David is an Independent Financial Advisor and the Senior Vice President of Northwest Financial & Tax Solutions. In addition to co-hosting the weekly radio show, “The Retirement Trailhead”, and the weekly podcast, “Peaks and Valleys”, he also meets with clients to develop custom and comprehensive retirement income plans.