MCLAREN WEALTH - Key Persons
Job Titles:
- Relationship Manager & Branch Operations, MWS
I joined the team in 2018 and wanted to put my extensive experience in customer service to work. I enjoy working with people to help them reach their goals. My goal is to make clients' lives easier using my attention to detail and problem-solving skills to find the best possible solution.
Prior to my time at McLaren Wealth, I wore many hats in multiple professional arenas. After graduating from Ball State University with a degree in Elementary Education, I started my working life as a middle school math teacher in Kokomo, Indiana. After relocating with my family to Knoxville, Tennessee I spent some time at First Tennessee Bank as a teller and, later, a financial services representative. Another family relocation brought me back to Indiana where I became a member of the Student Accounts staff at the University of Notre Dame, assisting students and families. These experiences allowed me to hone my customer service skills and really showed me that I wanted to assist others in achieving their goals.
My main focus outside of work is my family. My husband Justin, who is our Investment Manager, and I have 2 daughters that keep us busy with sports, theater, and arts/crafts. In my spare moments, I also enjoy swimming, gardening, sewing, quilting and baking.
Job Titles:
- Financial Advisor
- Lead Advisor
A native of Kansas City, Jason Coleman made his way to Ann Arbor after graduating from the University of Notre Dame with a BBA in Accounting.
Jason's professional journey began at Google, where he served as an account manager. At Google, he excelled in sales across various industries, showcasing his remarkable knack for cultivating relationships.
After Google, Jason pursued his passion for sustainable practices and earned a master's degree in Natural Resources from the University of Michigan's School for Environment and Sustainability, transitioning into a business development career for an angel-investor backed LED lighting firm.
In 2017, he embarked on a pivotal career move when he joined McLaren Wealth Strategies, first as a Financial Advisor, and then as a managing partner and owner along with Sam Maness.
In his role at McLaren, Jason now serves as the lead advisor, bringing his wealth of knowledge and expertise to the forefront. He is deeply committed to helping clients achieve their financial goals, from retirement income and security to wealth accumulation strategies. He has a particular interest in Socially Responsible Investing (SRI). His other specialties include tax-efficient and low-cost diversification strategies, as well as charitable giving planning.
Outside of his professional life, Jason values spending quality time with his family. He enjoys Olympic weightlifting, and you can often find him at the gym, striving to better himself physically. Even more important to him is spending time with his wife, Marianna, and their two children, Castanea and Sampsa. Jason is also an avid reader, always on the lookout for the next great book recommendation.
With a master's degree in Mental Health Counseling and Behavioral Medicine, I have a deep understanding and passion for human psychology and well-being. While I don't engage in direct counseling, my enthusiasm for helping individuals has led me to dedicate the last ten years to different client centered occupations. I took a profound interest in my own financial wellness during the challenges of the COVID-19 pandemic. This journey sparked a desire to assist others in achieving their financial goals. Guided by the principles of kindness, empathy, and active listening, I firmly believe in meeting people where they are in their journeys. By offering support and understanding, I aim to make a positive impact on both their financial and personal well-being. Outside of work, you can often find me at Lily Weightlifting, where I train and coach. I have competed on a National and International level and believe that the same determination and dedication that fuel my weightlifting can be channeled into all aspects of life. I recently earned the title of National Coach and take immense pride and joy in helping our youth and junior lifters discover their own strength. My German Shepherd, Persephone, and I live in a 1920s Sear's kit house. I am mastering the art of becoming more handy and adept at taking care of it, but if you have any old home tips or tricks, please share!
I joined the McLaren Wealth team in 2021 after a long career in higher education where I worked in career education at The University of Tennessee - Knoxville, the University of Notre Dame, and finally as Director of BBA and One-Year Masters Career Education at the University of Michigan Ross School of Business. No matter the setting, one of the things I enjoy most is helping people achieve their goals; Sometimes this requires a bit of creativity, and it always needs planning and discipline. At McLaren, I take great pride in my ability to help clients execute on plans established with their advisors; this often takes the form of analyzing multiple accounts to make sure they are working towards a common goal. I also partner with industry leaders to review, confirm, and inform our investment strategy. Putting these pieces together to help drive client success certainly requires creativity, planning, and discipline.
My wife, Emily, who is our Client Relationship Manager, and I have two amazing daughters together. We stay active in soccer, swimming, gymnastics, ninja warrior, and we love to make time to create art together. Emily and the girls have also developed quite the garden over the past few years. Some of the things I am passionate about are painting (I first started painting at the beginning of the pandemic, and have found it to be incredibly meditative and relaxing), playing music, reading, and exercise of all kinds - even completing my first Ironman 70.3 in June 2023.
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