Your Retirement Consultant serves as your Cleary Gull guide in pre-retirement. They are responsible for understanding your financial goals and are available to help with all of your pre-retirement and retirement planning needs.
Jason Volkoff - Vice President, Retirement Consultant Telephone: 414.270.2268/877.747.1133
As a Retirement Consultant, Mr. Volkoff lends significant financial services experience to his role within the Pilot Program. He has broad industry experience across multiple financial services sectors including institutional asset management, insurance and retail sales. Prior to joining Cleary Gull, Mr. Volkoff attained 18 years of experience as an investment professional. He has provided business planning and development, expense management and consulting services to businesses of all sizes from start-ups to Fortune 500 companies. Most recently, he served as Senior Vice President for an independent asset management firm where he provided investment and retirement strategies as well as consulted on business development matters. Prior to that, he was a Corporate Retirement Specialist at AXA-Equitable where he provided extensive financial planning and product solutions to employees of Fortune 500 companies. He thoroughly enjoys meeting and working with people to help ensure they are implementing the right steps to achieving their financial goals. Mr. Volkoff earned his Bachelor of Arts degree in Communications from the University of Wisconsin-Milwaukee and is a registered investment advisor.