Jason Kuilman, CFP^®, ChFC^®, CRES

Jason started the Erie office with his business partner Mike DiVito in 2005. He graduated from Penn State with a Bachelor's Degree in Finance, and went on to earn his Certified Financial Planner designation in 2008. He has helped develop our team into one of the leading 403(b) provider in the area. He focuses his practice on helping his many clients through all phases of wealth accumulation, protection, and distribution.

A lifelong Erie resident, Jason presently lives in Fairview with his wife Michelle and his two kids Jackson and Anna. In his spare time he enjoys spending time with his family, golfing, and an occasional triathlon/half marathon. He is a co-chair for the Equitable Advisors Erie golf tournament and overall has raised $40,000 for various charities.

“CFP^® and CERTIFIED FINANCIAL PLANNER^TM are certification marks owned by the Certified Financial Planner Board of Standards, Inc. These marks are awarded to individuals who successfully complete the CFP Board's initial and ongoing certification requirements.”