Purdue University graduate with dual majors in Dietetics and Nutrition, Fitness, and Health. Enrolled Agent (EA) with the ability to represent clients before the Internal Revenue Service (IRS). 20+ years of value investing experience. Passionate about sharing and guiding the middle class a still more excellent way.
Jason Frey EA is licensed to sell and/or discuss Securities Products only to residents of the states listed: AZ, IN, MI, OH, WA Jason Frey EA is licensed as an Investment Advisor Representative (IAR) and is licensed to sell and/or discuss Advisory Services & Products with anyone residing within the United States. IAR registration is in: IN Jason Frey EA is licensed to sell and/or discuss Insurance Products only to residents of the states listed:
I first became interested in personal financial planning after realizing my tax clients were making impulsive investment decisions without receiving proper information. This caused a negative impact on reaching their financial goals. There is no “one size fits all” product or financial plan. Each should be as unique as the individual themselves in order to achieve success. Money Concepts allows me to do just that as an independent financial advisor.
I have worked in the financial services industry serving the needs of local residents since 1974 and spent over 21 years in the banking industry as both a loan officer and assistance vice president.
Susan Shook is licensed to sell and/or discuss Securities Products only to residents of the states listed: IN Susan Shook is licensed as an Investment Advisor Representative (IAR) and is licensed to sell and/or discuss Advisory Services & Products with anyone residing within the United States. IAR registration is in: IN Susan Shook is licensed to sell and/or discuss Insurance Products only to residents of the states listed:
Graduate of Ball State University with a Bachelor of Science in Education and twenty-three plus years in the Education Industry. Passions include learning new systems, educating, and helping families prepare for their future along with assisting the older generation. Amy enjoys swimming, gardening, being outdoors, reading, and spending time with grandchildren and family.
Graduatedfrom the University of Evansville with a Bachelor of Science in Electrical Engineering. Passionate about education, improvement, and building systems that make people's lives easier. Hobbies include chess, running, and game design. Tax preparer since 2020.
