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Meet Your Tax-Smart Financial Advisor

Jason Lillmars, CPA, CFP®, MBA

Jason Lillmars, CPA, CFP®, MBA

Jason Lillmars obtained his Masters Degree in Business Administration and Masters in the Science of Accounting from Grand Valley State University. He is both a CPA and CERTIFIED FINANCIAL PLANNER™ practitioner. Jason has extensive experience in helping both individuals as well as businesses with their financial planning and tax needs. Prior to his leadership role at Strategic CPA Accounting & Tax Solutions LLC and Strategic CPA Investment & Wealth Management LLC, he spent close to 20 years in various roles, including local business owner, working as a CPA tax professional, working as a financial advisor and working as the Corporate Controller for a large local supplier. His background allows him to develop comprehensive, tax-smart, wealth management strategies that are of significant value in helping individuals and businesses reach their retirement planning goals.

Certified Financial Planner Board of Standards Inc. (CFP Board) owns the certification marks CFP®, CERTIFIED FINANCIAL PLANNER™, CFP® (with plaque design), and CFP® (with flame design) in the U.S., which it authorizes use of by individuals who successfully complete CFP Board's initial and ongoing certification requirements.

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