READING, PA — MARCH 6, 2023 — Good Life announces a new partnership with Jason Haas, CFP®, Financial Advisor in Eagle, Idaho. Jason has partnered with Jeff Herbek, RICP® to create Summit Wealth Planning.
“We, at Good Life, are extremely proud to announce that Jason Haas has joined our ranks and is bringing with him his client-centric approach and thoughtful advice”, said Christopher Begbie, Director of Business Development at Good Life. “This addition and partnership with current Good Life advisor, Jeff Herbek, will bring depth and experience to the team.”
“After 30 years in the Financial Advisory business, I am excited to partner with Good Life to take my practice and clients to the next level!” said Haas. “With Good Life’s support and infrastructure, the sky is the limit.”
Jason Haas holds a bachelor’s degree from Northern Arizona University and is a United States Navy Veteran. Jason has achieved the certification of a Certified Financial Planner (CFP®) practitioner. This allows him to have a more comprehensive view of his clients’ needs and situations. Jason has served on several nonprofit boards and volunteers his time within the community to help make a difference. He was one of the founding board members of the Ada County Boys and Girls Club as well as past board president; he served as treasurer for the Eagle Urban Renewal agency and volunteered on numerous committees with the Eagle Chamber of Commerce.
To reach Jason Haas, please email email@example.com or visit www.swealthplan.com.
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