Who We Are

Jason Hass CPA, CFP®

Tax Advisor

Jason attended Miami University where he studied Finance and swam collegiately as a four-year student-athlete. After graduating in 2011, he then earned his Masters in Accounting from the University of Michigan’s Ross School of Business. Following graduation in 2013, Jason obtained his CPA license and began his career working in public accounting in Detroit. His desire to integrate his finance and income tax background led him to pursue a career in wealth management. Jason relocated to Cincinnati and joined the Wealthquest team in 2015. He earned the right to use the Certified Financial Planner® (CFP®) mark in 2018.

Growing up in Boy Scouts, Jason’s Eagle Scout Service Project involved coordinating his church and neighborhood to distribute personal hygiene items to needy children in developing countries. Outside of work, Jason can be found enjoying the Cincinnati restaurant scene, or exploring beautiful Tri-state parks.

 BSA

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