Jason Bergquist has worked in the financial services since the year 2000. Building a business, teaching and educating families are his passion.

Jason tried his hand working for one of the big financial companies, Merrill Lynch.

But while working with Merrill Lynch, he realized he missed the lifestyle of going out and meeting with families one on one.

And helping those that really need the help.

Showing people that there are better ways out there and giving options to help them accomplish their goals is the most satisfying part of what he does.

Being independent truly gives Jason access to the best products on the market to help people realize their dream of a better life, especially in retirement.

Jason explains, “Helping change lives and being able to bring joy and hope back into people’s lives is the most rewarding thing I’ve ever done.”

“Sitting down with people and taking all their puzzle pieces and putting them together to create a beautiful masterpiece and showing them, it is possible, and they can dream again, is such an amazing feeling.”