Jason Katz, CPA, CFP®, CEPA

Jason Katz, CPA, CFP®, CEPA has over 15 years of experience in the finance industry. In 2003, they began their career as a Tax Associate at PricewaterhouseCoopers. In 2004, they moved to Deloitte as a Senior Tax Consultant, providing income tax and personal financial planning services to several prominent local families, corporate executives, large S Corporations, and associated shareholders. In 2009, they joined The Gorilla Glue Company as Director of Finance and Tax. In 2013, they Co-Founded Cardinal Spirits LLC, a craft distillery located in Bloomington, Indiana. Finally, in 2017, they joined Bartlett Wealth Management as a Wealth Advisor and Principal and Advisor of Wealth Planning Services.

Jason Katz, CPA, CFP®, CEPA received their diploma from Benet Academy in 1999 and their B.S. in Accounting and Finance from Indiana University - Kelley School of Business in 2003. In 2007, they obtained their CERTIFIED FINANCIAL PLANNER™ Professional certification from the CFP Board. Jason obtained their Certified Public Accountant certification from the AICPA at an unknown date. In May 2019, they obtained their Certified Exit Planning Advisor certification from the Exit Planning Institute.