Jason Thomas, CFP®, RICP®
Login to view DISC.Jason Thomas is a Wealth Management Advisor with Northwestern Mutual and Highpoint Capital, specializing in creating long-term financial security for clients. He is a CERTIFIED FINANCIAL PLANNER™ (CFP®) and a Retirement Income Certified Professional® (RICP®). Jason is an alumnus of Penn State University.
Outside of his professional life, Jason resides in Wexford, PA, with his wife and their three sons. He is deeply involved in his community, dedicating time to coaching his sons sports teams. He is also an avid golfer and a passionate follower of Pittsburgh and Penn State sports.
Jason applies his passion for coaching to both his sons sports teams and his clients financial goals.
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DISC profile (public)
DISC behavioral profile
Dominance, influence, steadiness, and calculativeness scores with guidance on how this person prefers to communicate and decide.
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