At Your Service

     Jason has been an Independent Representative in the Financial Services Field since 2004. In January of 2008 he partnered with Generations Financial Resources to ensure the ability to positon solutions to all of his client’s problems. Personalized planning, attention to detail and truthful observations of the financial world are hallmarks of his current popularity with clients at his practice. He is capably supported by a modest administration team that prides themselves on providing the highest degree of professional service possible and building life long relationships as their practice expands.

     Jason Mong is passionate about listening to clients wants and desires before proposing a solution. His unique ability to show clients the rules of the financial game allows them to recapture money that they may be giving away unknowingly or unnecessarily to taxes, interest on debt and other nuances of the financial world. Together they direct those dollars to build a more solid future, speed up the wealth creation process and properly reduce risk along the way. It is his firm belief he is not just working with money, but rather the hopes and dreams of families, small business owners and professionals. The opportunity to serve his clients is the highest honor and keeps him excited as family and business needs evolve in the years ahead.
     Jason is happily married to Amy and they are the proud parents of two energetic children. Away from the business he enjoys spending time with his family, volunteering for Junior Achievement, serving as President for his local Toastmasters Club and relaxing with the occasional glass of red wine.