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 small and medium sized businesses with their financial planning and tax needs. Prior to helping form Strategic CPA Investment & Wealth Management, 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, financial planning 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.