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Kyle grew up in Des Moines, Iowa and became obsessed with finance as a teenager, reading every book he could find. He went on to attend Drake University and Iowa State University for undergrad before going on to get his MBA from Iowa State as well. Prior to starting Leetown Advisors, he successfully ran two other businesses and has a deep love of entrepreneurship. His love for finance and entrepreneurship drove him to switch careers in 2015 and worked as an advisor at two other firms before launching Leetown Advisors in 2017. His greatest hope is to leave the world a better place than he found it, and to help others do the same. He also moonlights as a standup comedian, and hates writing in the third person.
Years of investment experience
Jason was born and raised in Ohio but now lives in the Savannah/Hilton Head area with his wife and 3 kids. He has a BA from the College of Wooster, a MA from Ohio State, and a PhD from Western Michigan — all in the Philosophy of Religion (his favorite Philosopher is Jimmy Buffett). He’s enjoyed a 20+ year career in higher ed as a Professor and Dean, and a dual career in finance having first become a Financial Advisor in 2008 and a College Planning Specialist in 2020. For fun he’s a “trop rock” singer-songwriter, dolphin boat tour guide on Tybee Island, GA, and an avid “Parrothead.” And he loves writing in the third-person.
At Leetown Advisors, we understand that financial independence is about more than just numbers. We take a holistic approach to financial planning, considering your unique circumstances and aspirations. Whether you’re burdened with student loan debt, seeking tax optimization strategies, or planning for long-term wealth creation, our expert advisors will craft personalized plans to address your specific needs.
Taxes can be one of the most substantial expenses throughout your lifetime. Our tax planning services are designed to help you navigate the complex tax landscape and identify opportunities to optimize your tax position. We go beyond mere compliance, working closely with you to develop proactive strategies that align with your financial goals and priorities. By strategically planning your taxes, we aim to reduce your overall tax burden and provide you with more resources to pursue your dreams.
We believe that financial planning should be accessible to all. That’s why we have no investment minimums, ensuring that you can receive high-quality financial advice regardless of your current financial situation. Our focus is on providing value-driven guidance that helps you make sound financial decisions and build a solid foundation for your future.
Your financial journey should reflect your values and what truly matters to you. At Leetown Advisors, we prioritize helping you align your money with your values. Through thoughtful conversations and in-depth analysis, we identify ways to integrate your personal beliefs into your financial strategy. Whether it’s sustainable investing, impact-focused decisions, or socially responsible choices, we support you in making financial decisions that resonate with your principles.
We believe that financial literacy is key to achieving long-term success. Our advisors are passionate about providing financial education and empowering you with the knowledge needed to make informed choices. We’ll demystify complex financial concepts, explain the intricacies of student loan planning and tax optimization, and equip you with the tools to take control of your financial future.
Embracing technology, we make financial planning convenient and seamless. Leetown Advisors leverages cutting-edge tools to streamline processes, allowing you to access your financial information securely and conveniently. From online document signing to digital wealth management platforms, we utilize technology to enhance your experience and provide you with real-time insights into your financial progress.
We are committed to building enduring relationships with our clients. We understand that your financial journey evolves over time, and we’ll be there to support you at every stage. Whether you’re starting your career, growing a family, or planning for retirement, our team of dedicated advisors will adapt your financial plan to align with your changing goals and circumstances.
Unlock your financial potential and create a future that aligns with your values. Contact Leetown Advisors today to schedule a consultation. Let us be your trusted partner on the path to financial independence and guide you toward a secure and fulfilling financial future.
