Jason is an Investment Advisor with J.Elchert Wealth Management and has worked in the financial services industry for over 15 years. Jason has built a large clientele through customized, comprehensive financial planning. Jason works with each individual client by designing a clear and focused path bringing the client towards their financial goals while creating confidence and a sense of freedom. The client/advisor partnership is built on trust, integrity and exceptional service. Jason is proud to work in the community where he was raised and now lives and he continues to provide services at a level that has earned him the loyalty of a diverse client base.
Jason’s focus is helping individuals and families achieve their financial objectives, as well as working with business owners offering guidance on their corporate retirement needs.
Tina serves as Executive Assistant to Jason Elchert since joining his team in 2006. She manages all aspects of client services and operational support for J. Elchert Wealth Management. Her experience and communication skills in the financial services industry continually help clients work towards financial independence through a lasting relationship.
Tina resides in Findlay with her husband Tom and two children Lee and Hope. They enjoy being active with their children’s activities, which includes coaching soccer since 2011. And being involved with Gateway Church, which includes being part of the Kidway Worship Team.
Tina is not registered or affiliated with Royal Alliance Associates, Inc.
Since 2011, Cindy has been providing quality account servicing from our office in Findlay, Ohio. With over 15 years of experience in financial services, along with her strong work ethic, provide continuity and exceptional support for Jason’s diverse client base. Cindy lives in Findlay with Jerry, her husband of more than 40 years. They enjoy spending time with their two daughters and three grandchildren. (Cindy Duke is not affiliated with Royal Alliance Associates, Inc.)
Cynthia is not registered or affiliated with Royal Alliance Associates, Inc.
Beth provides support services to the J. Elchert Wealth Management team, including document processing and communication coordination with the Savage & Associates Investment Department. Beth has been with the Savage and Associates Investment Department since 1992 and holds her Series 6 and 7 investment registrations. She is a graduate of Bowling Green State University with a BSBA in Finance. Beth enjoys traveling and gardening with her husband Bill, and spending time with friends and family.
Matt is responsible for all technology operations and support. He keeps our systems up to date and secure through the encryption of all workstations and data servers, as well as advanced firewall systems protection, backup and disaster recovery processes. He is a graduate of Indiana University, Bloomington, and has over 20 years of IT experience. (Matt Matuga is not affiliated with Royal Alliance Associates, Inc.).
Matt is not registered or affiliated with Royal Alliance Associates, Inc.