Visionary Wealth Advisors
Jason Baldus, CFP®, MS, serves as a Senior Wealth Advisor and Managing Director at Visionary Wealth Advisors since March 2014, focusing on helping clients achieve their life goals through tailored financial planning. Previously, from August 2006 to March 2014, Jason worked as a Field Director and Financial Advisor at Northwestern Mutual, where concrete financial strategies were developed using company products and services. Earlier in their career, Jason was a teacher and coach at Highland School District from August 2000 to August 2006, instructing physical education and health while also coaching the varsity soccer teams. Jason holds a Master of Science degree from Southern Illinois University Edwardsville and a bachelor's degree from Eastern Illinois University.
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Visionary Wealth Advisors
We are a company built by people who love to help others define their life goals, dream big, and accomplish what they set out to do. We are more than wealth advisors. We are Visionaries. Visionaries plan for the future with wisdom, optimism & creativity. They always look forward, inspiring their clients to envision what their future could be, pushing their limits, & encouraging them to achieve their dreams. Visionary Wealth Advisors is a Registered Independent Advisor, and like all RIA firms, we have no proprietary investments to sell, nor have any incentive to recommend funds that do not fully benefit the client. But unlike most RIA firms, we have not set any limits for ourselves. Our Visionaries have access to the whole world of investment choices. Every recommendation we make is specific and personal to the client, based on their unique situation and life goals. We work together with our clients to help them see and achieve a future greater than their past.