Jason Cummings, AIF®

With over 15 years of experience as a business owner, Jason brings an understanding of business management from both personal and professional perspectives. He has served on nonprofit boards, finance committees, and as a trustee for his family’s philanthropic organization, strengthening his commitment to responsible stewardship.

As an entrepreneur who successfully owned and exited a closely held business, Jason uses his experience and knowledge to help business owners and high-performing individuals protect, grow, and preserve their wealth. He specializes in strategic investing, risk mitigation, and tax management, with a focus on business transition, succession, and exit planning.

As a fee-based financial advisor, Jason provides comprehensive guidance tailored to his clients, their businesses, and their families—helping them navigate complex financial decisions with confidence.

Jason lives in Richmond Heights, MO with his wife Sarah and son Ethan. Outside of work, he’s passionate about music, fitness, and cherishes time with his family.