Jason Sirotak is a dedicated financial advisor whose career spans more than 20 years. He takes pride in translating complex money matters into clear, actionable plans that help clients pursue their dreams—whether that’s enjoying a secure retirement, funding a college education, or leaving a lasting legacy. Jason’s holistic approach combines in-depth market insight with personalized strategies designed to evolve as life unfolds.
Jason holds a Bachelor of Science in Business with a concentration in Finance from Miami University in Oxford, Ohio. He has earned several professional designations, including CFP®, ChFC®, CASL®, and RICP®, reflecting his commitment to ongoing education and excellence in financial advising.
From 2012 to 2025, Jason was recognized as one of Cincinnati’s Five Star Wealth Managers by Cincinnati Magazine and Five Star Professional, an honor based on rigorous evaluation criteria.
Outside of work, Jason enjoys sports and spending time with his wife, Kelly, and their three daughters.
