Jason Phipps
Managing Partner
Jason, a partner of the firm, has more than 20 years of experience. He is a graduate of Wilmington College and the Stonier Graduate School of Banking. In addition to many years working as a Financial Advisor, Jason spent over a decade in Executive leadership positions at Banks and Wealth Management firms. In 2017, he was recognized by Bank Investment Consultant as a top 25 Program Manager for his work leading the Financial Advisors of Ohio's largest community bank. Most recently, Jason served as the Executive Vice President, Director of Business Development at a Registered Investment Advisory Firm in Cincinnati. In his career, Jason has been responsible for every aspect of the Wealth Management business including Investment Management and Financial Planning. He is excited to put that experience to work for the current and future clients of DLAK Wealth Advisors. Outside of work, Jason enjoys sports, the outdoors and spending time with his family. He lives in Clarksville with his wife Carrie and their 5 children. Registered Representative and Financial Advisor of Park Avenue Securities LLC (PAS).