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Jason Bolen, CPA, CFP® - VP of Wealth Management

Check out this broker on FINRA's broker check.

Jason is a lifelong Monongalia County resident and Trinity High School graduate. He completed a Business Management degree at Grove City College and added an Accounting degree from West Virginia University in 2012. He has been working as a financial planner and accountant in Morgantown ever since, achieving both his Certified Public Accountant and Certified Financial Planner® credentials.

Jason is passionate about providing his clients high-quality, unbiased financial plans and personalized investment advice. He and his wife enjoy traveling with friends and family and volunteering with their church.