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About Us

As professional financial advisors, we continually strive to see every client realize all of their financial dreams. Whether your goal is to save for a new home or your retirement, protecting loved ones from financial losses or managing your portfolio wisely, we have the experience and resources to meet your needs.

Jason Mizak

CFP, BPE, CPCA
Certified Financial Planner


I provide independent financial advice to ensure that every financial solution I present to my clients is based on unbiased research.

I value a client's trust above everything else and once a client makes a decision to work with me, I continually work hard to deserve their trust.

My primary goal is to ensure that all key aspects of each client's financial plan are addressed in a manner consistent with professional financial planning practices.

Combined with my dedication to my clients, my long term experience in financial planning allows me to provide unparalleled expertise when helping my client to increase their wealth, reduce their risks and lower their taxes.

Mutual Funds provided through FundEX Investments Inc.

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Iva Mizak

Administrative Assistant


I provide administrative support to all our of clients. Whether you need help tracking down a tax form, completing an application form, or need an update on a pending transaction I can assist you.

I love my job because I am helping to make our clients' lives easier and I love seeing our clients succeed not just in their financial live but also in their personal life goals too.

My primary role is assisting Jason in ensuring that each of our clients' financial questions and needs are addressed in the most timely manner possible.

To book an appointment with Jason to discuss your financial strategy, please contact me at: (519) 615-6949.