Jason P. Hergenreder

As a financial professional, Jason can help you create a personalized financial plan to help you reach your short- and long-term financial goals. He will discuss your current financial situation and your financial goals, and together design a plan customized to your needs. To keep up with the diverse and changing needs of his clients, Jason attends industry trainings and certification programs to stay informed and up to date.

Jason enjoys golf, time at the lake, and time with friends and family.

Jason can provide lifetime needs analysis along with objective investment and risk management advice. Jason develops long-term working relationships with clients, providing financial solutions as they progress through their careers into retirement. As his clients approach retirement, he will provide guidance and counseling to help you maximize your benefits and flexibility. Jason uses advanced analytics, maintains models, and creates plans for the future.

Jason takes pride in listening to his clients and helping them achieve their individual goals. Whether it be one specific goal such as building a retirement nest egg, or a more comprehensive plan to satisfy several goals such as planning for college, protecting against the loss of a loved one, and insuring long-term care in later life, Jason will be there to help.

Jason holds FINRA Series 7,66 and SIE along with various state insurance licenses.  Red River Wealth Advisors has made retirement planning its specialty, focusing in particular on the needs of individuals, small businesses, and non-profit organizations.

Jason’s experience in comprehensive financial planning has taught him that effective retirement planning encompasses detailed life-stage planning as well. He has learned that every decision his clients make prior to retirement directly impacts the quality of their retirement. For this reason, Jason believes that no decision is inconsequential, and no question should remain unanswered.