Jason Lillmars, CPA, CFP®, MBA in

Jason Lillmars, CPA, CFP®, MBA

Commander · DISC type D
Owner at Strategic CPA Accounting & Tax Solutions
📍 Muskegon, Michigan, United States

Professional overview including current role context, leadership scope, domain focus, and career trajectory to help you understand background relevance before outreach.

Key behavioral and communication insights including interaction style, decision-making tendencies, and motivation drivers to tailor messaging and personalize conversations.

Business priorities, areas of interest, and practical outreach recommendations that can improve conversion quality for this professional.

Login to view overviewLogin to view overview
Experience
11 Years
Current Role
Owner
Location
Muskegon, Michigan, United States
Personality Overview

How Jason shows up

Strong-Willed
Decisive
Candid & Clear

They like to stay in control of the negotiation or defining of the terms. They prefer to move quickly, and expect the same from others. They respond well to strong and respectful communication.

Priorities

Topics Jason cares about

Strategic Priorities
Topic insights and context to help personalize outreach and discovery conversations.
Login to view topicsLogin to view topics
Career

Work history

11-2018
Owner
Strategic CPA Accounting & Tax Solutions
Owner
Strategic CPA Investment & Wealth Management
Managing Member
FINAO, LLC
12-2014 - 11-2018
Corporate Controller and Credit Manager
Johnstone Supply
Tax Preparer
Jason L Lillmars, CPA
In the press

Media appearances

Media appearances and press coverage highlighting public visibility and thought leadership.
Login to viewLogin to view media
Education
1996 - 2004
BBA
Grand Valley State University
Social presence
in
Behavioral profile

DISC profile (public)

D

Dominance (D)

Dominance (D) reflects how goal and task oriented a person is, and their ability to accomplish results irrespective of how demanding the circumstances might be. Those scoring high tend to be motivated by winning, competition, and success.

More profiles

Discover additional public profiles from our index.

Unlock the full playbookSee exactly how to sell to Jason. Free, 10 seconds.