Jason started with the firm in 2016. As a Lead Advisor, he helps clients set goals for their lives and beyond and, most importantly, to implement a plan to make those goals a reality with a focus on risk management, efficiency and delivering peace-of-mind. Jason came here with 10+ years of financial services experience in insurance, banking and trust management.
Since joining the firm, Jason has added the CERTIFIED FINANCIAL PLANNER (CFP), Chartered Life Underwriter (CLU) and Chartered Financial Consultant (ChFC) designations. Personally, he grew up near Mason City and graduated from Central College in Pella. While at Central, he was on the baseball team and spent a semester studying abroad in Wales.
Since joining the firm, Jason has added the CERTIFIED FINANCIAL PLANNER (CFP), Chartered Life Underwriter (CLU) and Chartered Financial Consultant (ChFC) designations. Personally, he grew up near Mason City and graduated from Central College in Pella. While at Central, he was on the baseball team and spent a semester studying abroad in Wales.
Services
Scott Sernett's high-level financial planning practice is built on ideas constructed over the course of a 20+ year career, in which he has been able to navigate the ups and downs on behalf of his clients by being rooted in an offensive and defensive financial planning philosophy. The offense, Scott describes as the fun stuff, is proactively growing and investing your money.
As a representative of the Northwestern Mutual Wealth Management Company, I am able to provide you with customized recommendations that will help you plan for your financial future. As a fee-based advisor, I am compensated for the time and expertise put into designing and creating your personal financial plan.
I guess you could say that Scott is the visionary for the firm. His role is to lead and manage the team, connect our clients with best in class resources, and help them accomplish their most important objectives around the services we offer them.
Sometimes his role is connector, sometimes quarterback, sometimes counselor, sometimes motivator, sometimes listener, sometimes problem solver, always advocate and advisor for awesome people and their companies.Continuous Learning is something that Scott values highly.
Sometimes his role is connector, sometimes quarterback, sometimes counselor, sometimes motivator, sometimes listener, sometimes problem solver, always advocate and advisor for awesome people and their companies.Continuous Learning is something that Scott values highly.
At Northwestern Mutual, we've been helping clients take control of their financial future for nearly 160 years. Through the Civil War, the Great Depression, two world wars and a number of recessions, we've stood alongside our clients, helping them manage financial risk and achieve financial security.
As fee-based financial planners, we are compensated for the time and expertise put into designing and creating your personal financial plan. Under this fee structure, we have a responsibility to ensure your interests and goals are always put first. Of course, our role with clients goes beyond just providing expert guidance in the creation of your financial plan.
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