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Jason Kennedy, AIF®, CPFA®

Vice President of Retirement Plans

Jason is a Retirement Plan Consultant with the responsibility and focus on building efficient and effective group retirement strategies for companies. In all aspects of plan consulting Jason strives to maintain the highest level of guidance, commitment, and support to his clients with initiatives that are outcome based. Jason earned a Bachelor of Science degree from Western Washington University, MBA from Western Governors University and maintains both the AIF and CPFA certifications.

10 Years Investment Experience

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