Jason Rolf is a founding partner who specializes in financial planning, investment management, and risk management. He brings more than 20 years of experience in the financial advising industry. His interest in finance began in junior high when his parents encouraged him to invest his earnings while he delivered the Omaha World-Herald and worked at his hometown grocery store. He has been a Charter Mutual Fund Counselor designee and a CERTIFIED FINANCIAL PLANNER® practitioner since 2013.
Originally from Dodge, NE, and now a Lincoln resident, he enjoys hunting, fishing, golfing, and cheering on his kids at their sporting events.