Jason R. Smith

  • CFP®
  • ChFC®

Focus: Insurance Strategies, Investment Strategies

Languages: English

Working with families, businesses and individuals over the last several years, Jason Smith has come to understand that financial achievement is all about the dreams that motivate us - dreams as unique as the people that hold them. His passion is helping coordinate these dreams with the right financial decisions needed to bring them about. This is why he travels with his clients at the center of their financial world, helping bring balance and stability to the often complex financial products and relationships they have.

In addition to his role as Financial Advisor, Jason is also the Director of Financial Planning. In this role, and supported by Sam Kruschel as Junior Planner, Jason partners with other advisors to provide comprehensive fee-based financial planning to our clients and training for advisors who want to provide this service to their clients.

Graduating from Bethel University in Saint Paul, Minnesota, Jason earned two degrees in the Youth Ministry and Biblical/Theological Studies. Grateful for the education he received while learning to listen and provide wise and caring instruction, Jason chose to pursue his career helping families navigate the complex and often overwhelming world of financial concerns.

Jason grew up in Southwestern Wisconsin, graduated from Middleton High School and has lived in Hawaii for three years. He and his wife have resided in in Milwaukee, Wisconsin since 2007. Jason is a “low-Impact” outdoor lover – camping, hiking, canoeing, fishing, and rock climbing. He and his wife play acoustic guitar for fun around the house. Once every blue moon, they might perform at an open mic or for a friend’s wedding. He loves to read and discuss life and philosophy with friends. He enjoys living his life within economically and racially diverse communities and partnering with his neighbors in both struggles and successes.

See Jason’s Licenses and Disclosures

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Roell Capital Management

Satellite Office

330 E. Kilbourn Ave., Suite 1277
Milwaukee, WI 53202