Jason M. Hallmark, MBA, CFP®, CLU®, CLTC®, RICP®
Managing Partner / Financial Advisor
Born and raised in Western New York, I moved to Ohio in the late 1990s. I am a graduate of the Rochester Institute of Technology and have a Master’s Degree from Wright State University. My wife, Lori, and I live in Xenia, OH, and belong to the parish of St. Brigid. I was a project manager in the printing industry for 13 years before starting my financial service practice in 2008. I am a huge baseball and hockey fan. (Go Sabres!) My hobbies include traveling, painting, and photography. My bucket list includes skiing in the Alps, and visiting every Major League Baseball stadium.