Jason Werner was born in Indianapolis IN. He was fortunate to attend Purdue University where he graduated with degrees in Organization Leadership, Business Management, Communications, and Entrepreneurship. He moved back home to start his career and build a family, and has been married to his wonderful wife Angela for 9 years, and have 3 sons , Landon (4) , Leo (2), and Layton (3 months).

Jason has been in the financial services Industry for 14 years now, 12 of which he has operated as an independent advisor. His career started off with Prudential on the North Side of Indianapolis. After 2 years working predominantly in insurance review, asset management, and retirement planning, Jason wanted to take the next step in building a practice built on a much more specific model of advisory, with a strong focus on personal portfolio management and comprehensive planning.

After years of honing and developing his process at Blue Chip Consultants, Jason planted his practice roots off the South side of Indianapolis, Establishing the now RIA of Werner Financial. Now, he spends every day developing portfolio models, retirement strategies, asset protection methods, tax efficiently plans, and overall financial education.

The Werner Financial Team produces a straightforward and specific 4 step plan for each client, including; an initial discovery, deep-dive analysis, strategic action planning, and reviewing the process to ensure results are achieved. Each plan is individualized to create a direct road map to realizing unique financial goals. It is Jason and his team's personal and spirited mission to provide 5x the service, an aimed plan at performance, and as mentioned earlier, results!

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