Jason R. Smith
Jason is a 1999 graduate of Bethel University in St. Paul, Minnesota where he earned two degrees in Biblical/Theological Studies and Youth Ministry. He is grateful for the education he received while learning to listen and provide wise and caring instruction. Jason has drawn extensively on his background as he has helped individuals and families navigate the complex and often overwhelming world of financial stewardship since 2000.
Jason is a CERTIFIED FINANCIAL PLANNER™ PROFESSIONAL and he has been Director of Financial Planning for MassMutual-Wisconsin since January 2011. Prior to this, Jason was President of HB Wealth Management, LLC in Brookfield, WI. In total, Jason has been providing financial services to individuals for over 10 years.
Jason grew up in Southwestern Wisconsin, graduated from Middleton High School and lived on the island of Kauai in Hawaii for three years from 2003 – 2006. He and his wife have resided in Milwaukee, Wisconsin since 2007. Jason is a “low-Impact” outdoor lover – camping, hiking, canoeing, fishing, and rock climbing. He and his wife play acoustic guitar for fun around the house or occasionally at a farmer’s market. He loves to read and discuss life and philosophy with friends and has recently become an amateur woodworker. Jason enjoys living his life within economically and racially diverse communities and partnering with his neighbors in both struggles and successes.
Jason R. Smith is a Registered Representative of and offers securities, investment advisory and financial planning services through MML Investors Services, LLC