Jason is a Senior Partner and a founding member of KOM Wealth Management Group. He is a Certified Financial Planner™ professional and an Investment Advisor Representative.
He holds a Bachelor of Science Degree in Economics from Northern Michigan University and earned his Master of Science Degree in Financial Services (MSFS) from the Richard D. Irwin Graduate School at The American College in Bryn Mawr, Pennsylvania. He is also a member of the Academy of Preferred Financial Advisors, partnering with the industry’s best advisors. A professional commitment to higher education puts Jason into a select group of advisors with the expertise to address a broad range of complex financial issues. This would include executive compensation, trust and estate planning, intergenerational wealth planning, and tax issues.
Jason began his career in 1998 as an independent financial advisor for American Express Financial Advisors. Dedication and hard work propelled Jason to become a member of their Advanced Advisor Group until 2007. With a vision of putting his clients’ best interests first, Jason became a founding partner of KOM Wealth Management Group. KOM is an independent Registered Investment Advisory Firm, not tied to specific providers of financial products, so recommendations will remain objective. As a fiduciary, Jason’s duty is to uphold the highest standard of care for his clients.
Jason strives to integrate your most important goals and dreams with the financial details and realities you face. He does this through a long-term, consultative relationship and a process designed to identify your unique life goals. A practical, customized strategy is the key to build, enjoy, and preserve your wealth.
Jason is married to his wife, Delanie. Together with their three children, the family enjoys travelling, downhill skiing, attending sporting events, and being outdoors. Supporting a thriving local community is important to Jason, a lifelong resident of Appleton.
Keith is a financial advisor with KOM Wealth Management Group. He is a Certified Financial Planner ™ professional and a Registered Investment Advisor Representative.
Keith earned his Bachelor of Business Administration in Finance from the University of Wisconsin at Milwaukee. Keith began his career working on a trading desk at the Chicago Board of Trade for a large national brokerage firm. From there he worked as an independent financial advisor in the Fox Valley until becoming a Trust Officer and Wealth Advisor for Associated Trust Company in the Private Client Service area. With an extensive background in the investment and financial industry, Keith has managed a diverse range of net worth portfolios and brings over 25 years of broad experience to the KOM Wealth Management Group.
Clients appreciate Keith’s seasoned judgement, attention to detail, and consultative approach. When working with clients, Keith provides personalized solutions and a strategic plan to help individuals and families identify and attain their financial goals. Keith is dedicated to the long-term financial success of each of his clients.
Keith and his wife Sue are proud parents of four children. They enjoy spending time as a family, volunteering in the community, and attending various sporting events. Keith and Sue enjoy supporting St. Mary Catholic High School where all four of their children have attended.
Peter is a Financial Planner with KOM Wealth Management Group. He is a Registered Investment Advisor representative and is currently working toward his Certified Financial Planner™ (CFP) designation.
He holds a Bachelor of Science Degree from the University of Wisconsin-Madison. Peter is currently working toward his Certified Financial Planner® (CFP) certification. The CFP certification is the standard of excellence in financial planning. A CFP® professional meets rigorous education, training and ethical standards, and is committed to serving their client’s best interests today to prepare them for a more secure future.
Peter is an integral part of the Jason McGlone team and provides invaluable support to the advisory team by assisting in many capacities. He attends client meetings and puts into action the tasks and decisions agreed upon in those meetings. His responsibilities also include the preparation of documents, signature collection, and monitoring the follow up of all pertinent action items. Peter’s energetic, cooperative attitude allows him to work seamlessly with the Jason McGlone team. Along with his sound integrity and work ethic comes Peter’s professionalism and attention to detail. These attributes prove advantageous as he builds long-lasting relationships with clients. Peter believes that understanding a client’s beliefs, lifestyle, and goals will enable him to build a strong, bright, comfortable future alongside them.
Peter was a collegiate runner at UW- Madison and remains an avid runner today. He enjoys playing basketball and football, escaping to Wisconsin’s beautiful north woods, attending sporting events, celebrating Packer victories and travelling. Peter grew up in neighboring Hortonville, Wisconsin, and plans on residing and working in the Appleton area for years to come.
Jill is a Client Service Coordinator for KOM Wealth Management Group, working with the Jason McGlone team. Her administrative responsibilities include managing schedules, prompt delivery of information, and overseeing marketing materials.
She holds a Bachelor of Science Degree in Elementary Education with an emphasis in Human Development and a Master’s Degree in Education. Jill joined the Kerntke Otto McGlone team in 2018 with 35 years of teaching experience, proudly touching thousands of children’s lives. Retirement brought new possibilities as she became a vital support team member for Jason McGlone. She brings a strong attention to detail, excellent rapport-building skills, and the vitality and energy to take on each day’s unique duties. Her commitment to excellence with a smile is her driving force.
Jill and her husband Jim reside in Appleton and have three wonderful children. Away from the business, she enjoys running, cooking, classic films, board games, and music.
Kim is a Client Service Coordinator for Kerntke Otto McGlone Wealth Management Group as a vital member of the Jason McGlone team. She provides support services to the financial advisors by maintaining client accounts, assisting clients with information and problem resolution, and completing tasks related to client portfolios. Integrating her communication and analytical skills with her timely knowledge of today’s technology, Kim’s unique skillset empowers her to help clients in attaining digital information regarding their personal portfolios. Her experience with business processes and system complexities will bolster KOM’s efficiency and accuracy in working with managed accounts.
Kim earned her Bachelor of Science Degree in Human Services from the University of Wisconsin-Oshkosh. Kim’s professional career was spent at Thrivent Financial in various capacities, both in service and leadership roles. With her extensive background in task prioritization and effective meeting of deadlines, Kim strengthens the Jason McGlone team. A teamwork approach, attention to detail, and confidentiality allows Kim to work harmoniously with Jason’s valued clients and all members of the KOM team.
She and her husband Brian reside in the Kaukauna area with their four children: Ethan, Kaylee, Zachery and Isaac. The family enjoys spending time at their Pelican Lake cabin, attending Brewer games and spending time with family and friends.
Jodi is a Client Service Coordinator for KOM Wealth Management Group, working with the Jason McGlone team. In providing support services to the financial advisors, Jodi maintains client accounts, assists clients with information and problem resolutions, and completes tasks related to client portfolios.
After a 28-year professional career, Jodi retired from Thrivent Financial in 2019 with an extensive financial service background. She served in a variety of roles that improved the overall member and financial advisor experience. In addition, Jodi spent a considerable portion of her career helping create and improve business policy and procedures ensuring regulatory compliance standards were met. Her attention to detail and commitment to quality significantly enhance the Jason McGlone team.
Jodi and her husband Jerry reside in the Black Creek area and have two awesome sons. With a passion for wellness, she shares her love of natural living and the benefits of essential oils. She also enjoys reading, walking, camping, and spending time with family and friends.