Strategic Planning for 2025
Includes Q&A - with Duncan
Tuesday, November 19th at 12 pm ET
By refining your plan for the coming year over the next few months, rather than on a Sunday evening over the holidays in December, you'll create a plan that better serves you and your team, is more actionable and predictable, and consists of goals that are balanced, clear and attainable.
Close
Coaching Financial Advisors for over 25 years1.866.593.8020
Close
Home
Speaking
Partners
Contact
Pareto Academy Login
Jason Westover

Jason Westover has spent over 20 years in the financial services industry, proudly serving advisors, sales teams, and wholesalers. During that span, Jason has been part of some of the industry's more prominent companies as a featured speaker and educator for his wholesale partners and thousands of financial advisors and wealth managers. His natural ability to be inquisitive, uncover areas of opportunity, and seek unique solutions has served his clients and their teams well throughout his career

As a self-proclaimed "generosity guru," Jason values the ability to seek understanding of those he works closely with and generously gives his time and resources to bring value to any relationship. His introduction to Pareto Systems nearly a decade ago firmly established his beliefs in helping others create their dream outcomes through stewardship and service


More About Jason Westover

Jason lives with his wife and three children near Kansas City. In his free time, he enjoys spending time with his family, cooking for others (including competition BBQ), and training and competing in Brazilia Jiu-Jitsu.


Become a Pareto Certified Consultant:
Pareto Systems
Thank you for submitting the online form. A Pareto Systems representative will contact you within 24 hours or the next business day.