Broker Check
Jason Lillmars, CPA/PFS, CFP®, MBATax Expert/Wealth Manager

Jason Lillmars, CPA/PFS, CFP®, MBA

Tax Expert/Wealth Manager

Registered Representative

Jason Lillmars is a CERTIFIED FINANCIAL PLANNERTM professional.  He is also a licensed CPA and a Personal Financial Specialist through the AICPA.  He obtained his Masters Degree in Business Administration and Masters in the Science of Accounting from Grand Valley State University.  Prior to his current role as owner of the firm, he gained several years of relevant work experience, including a role as a Corporate Financial Controller for a large company in the wholesale distribution industry, several years working as both a CPA and financial advisor and also owning various businesses throughout the West Michigan area. 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.