Jason M. Hallmark, MBA, CFP^®, CLU^®, CLTC^®, RICP^®, TPCP^® 

Jason M. Hallmark, MBA, CFP®, CLU®, CLTC®, RICP®, TPCP® is the Founder and Lead Financial Advisor at Hallmark Wealth Planning, a Beavercreek, Ohio–based financial planning and wealth management firm serving clients throughout the Dayton metropolitan area and across the United States.

With more than 18 years of experience in financial services, Jason specializes in helping individuals, families and business owners make informed decisions around retirement planning, retirement income, wealth management, estate planning, tax planning and risk management. His approach brings together investment management and comprehensive financial planning to help clients coordinate the many financial decisions that can shape their long-term financial security.

Jason holds an MBA from Wright State University and is a CERTIFIED FINANCIAL PLANNER™ professional. He has also earned the Chartered Life Underwriter® (CLU®), Certified in Long-Term Care® (CLTC®), Retirement Income Certified Professional® (RICP®), and Tax Planning Certified Professional® (TPCP®) designations. His combination of retirement-income, insurance, tax-planning and wealth-management expertise allows him to take a comprehensive view of the challenges clients face before and throughout retirement.

Jason began his career in the printing industry, where he spent 13 years as a project manager before entering financial services in 2008. A graduate of the Rochester Institute of Technology, he has called Ohio home since the late 1990s and maintains deep roots in the Dayton area.

Outside of work, Jason enjoys spending time with his wife, Lori, traveling, photography, painting, baseball and hockey. He remains a devoted Buffalo Sabres fan and hopes to someday visit every Major League Baseball stadium.