• See my other side

Jason A. Lunsford, MBA | CRPS® | AAMS® | AIF® / Practice Leader Advisor

Jason joined DHG Wealth Advisors as a Financial Advisor in 2010 and opened the West Virginia region. A seasoned veteran with more than 15 years of industry experience, he helps create financial security for both individuals and institutions. Jason strives to be the go-to financial resource to his clients by providing a customized approach, non-biased advice, and management that is both tax and cost efficient.

In 2013, Jason helped create and currently leads the DHGWA – Retirement Plan Services division. DHGWA-RPS provides clients with a comprehensive plan management option which includes proactive service, investment monitoring, plan design, and communication and advice for sponsors and participants. RPS is committed to full disclosure and accountability, combined with proactive, attentive, personalized service.