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Jason Wheeler

CEO, Pathfinder Wealth Consulting
BIO

JASON T. WHEELER, CFP®, AIF®, CLU® Jason Wheeler is CEO and founding partner of Pathfinder Wealth Consulting. He began his financial career in 1999 and worked for Morgan Stanley and Investors Financial Group before opening Pat  

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Financial
May 1, 2019

Retirement By Design

I have been working with folks transitioning to retirement for 20 years.  When I started in my career, it was the Greatest Generation retiring. Now it is all Baby Boomers.   There is a sta ...

Financial
Dec 4, 2018

Delayed Gratification: The Key to Financial Success

This Insights article was contributed by Katie Henderson, Marketing Director for Pathfinder Wealth Consulting. The first item I bought with my own money was a little wooden barn for my toy horse ...

Financial
Nov 20, 2018

Retire with “Style”

This Insights column was contributed by Katie Henderson, Marketing Director for Pathfinder Wealth Consulting Polka dots with stripes. Navy and black. White after Labor Day. These are all style ...

Financial
Nov 20, 2018

Stay in the Know About Family Finances

This Insights column was contributed by John Zachary, CFP®, Associate Wealth Advisor with Pathfinder Wealth Consulting. I recently had a prospective client come into my office who lost her husb ...

Financial
Nov 20, 2018

Take Your First Steps Toward Financial Independence

This Insights column was contributed by Katie Henderson, Marketing Director for Pathfinder Wealth Consulting. I run ultramarathons - up mountains, over rocks and roots, and through rivers. I lov ...

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