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Jason Dummert, CFP, CLU, NQPCFinancial Advisor

Jason Dummert, CFP, CLU, NQPC

Financial Advisor


(414) 209-3307

Jason@LakeFG.com

For over two decades as a Financial Consultant and Executive at Equitable Advisors, Jason has demonstrated a deep passion for meaningful and challenging work, rising to become one of the most respected and effective corporate leaders in the country.  Now integrated into Lake Financial Group, he collaborates closely with longtime, trusted colleagues to offer clients goal-based planning, financial security, and investment tax diversification. His commitment to these principles has remained steadfast throughout his career.

Jason's leadership style is shaped by his years as a competitive athlete, playing both college football and professional football overseas. The discipline, resilience, and teamwork required in these arenas, along with his unwavering commitment to excellence, serve as guiding principles in his approach to business and life.

Beyond his professional endeavors, Jason leads by example in his personal life. He values health and fitness, regularly participates in physical activities, and volunteers as a football coach in his hometown. A devoted family man, Jason and his wife, Erin, are proud parents of three wonderful daughters.

Jason is also the founder of Frozen River Coaching, LLC, a consulting firm that helps professionals and organizations achieve "professional excellence without personal regret."

Jason believes that we are all capable of far more than we realize, especially when we enlist qualified, committed help.

 

 

Securities and investment advisory services offered through Equitable Advisors, LLC (NY,NY 212-314-4600), member FINRA/SIPC(Equitable Financial Advisors in MI & TN). Annuity and insurance products offered through Equitable Network, LLC and its insurance agency subsidiaries. Equitable Network, LLC does business in California as Equitable Network Insurance Agency of California, LLC, in Utah as Equitable Network Insurance Agency of Utah, LLC, and in Puerto Rico as Equitable Network of Puerto Rico, Inc. Equitable Advisors and its affiliates do not provide tax or legal advice. Individuals may transact business and/or respond to inquiries only in state(s) in which they are properly registered and/or licensed. The information in this web site is not investment or securities advice and does not constitute an offer.