Jason Dummert, CFP®, CLU®’s Post

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Proven Coach, Leader, Financial Advisor at Lake Financial Group

I’m proud to pass the torch to Anthony Silva, CFP® , ChFC® the new leader for our Wisconsin territory. He is super capable, brings fresh eyes, energy and ideas. And an incredible foundation & culture here will reach next levels. What better location to have our ceremonial handoff to Anthony than at the Milwaukee Brewers stadium. Dozens of our people came together for an afternoon of a team “idea exchange” meeting, followed by a social gathering at a party deck to cheer on the Brew Crew. Please reach out to Anthony and team if you’d like to have an exploratory career discussion! My 21+ years here have been challenging, rewarding, and unforgettable. Onward & Upward!!

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Gail Busman Goodman

Need appointments? If you're not getting the results you want from your phone calls, your next one should be to me.

1mo

Jason Dummert, CFP®, CLU® Everyday leaders, like yourself, influence hundreds of people who improve their careers having been in your orbit. I have seen how you coach your advisors to be their best and it has been a pleasure to have worked with you over the last couple of decades. Enjoy your time in this next chapter. Always rooting for you.

James P. Mellin, ChFC, CLU

President, Advice and Wealth Management

1mo

Historic! Congratulations and thank-you Jason. Immeasurable impact on so many, in Wisconsin, and nationally. Welcome Anthony— a new era begins! Excited for you, and the Wisconsin branch. All success.👊

William Degnan

President of The Central Complex & Senior Executive Vice President at Equitable Advisors

1mo

Jason, you are an amazing leader and coach. You have left an amazing legacy for Anthony to take to the next level.

Anthony Silva, CFP® , ChFC®

Executive Vice President I Mentor I Leader I Developing a team of financial advisors that help our clients achieve their goals |

1mo

Thank you Jason Dummert, CFP®, CLU® for such a wonderful event and hand off. I appreciate all you’ve done and all of your support. I wish you and your family all the best! I know you are going to continue your success in all you future endeavors.

John Fox

It's not what you sell but what you keep! 2024 recipient for 'Excellence in Client Retention' award--2023 Q4 Group Retirement 'Giants' award--Licensed Registered Representative

1mo

What will you be doing?

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Peter D. Senick

Financial Advisor | Helping Clients Achieve Financial Success | CRES

1mo

Jason, congratulations on ALL you have done for us, advisors, clients, and the communities you have been involved with! You are an amazing person and leader and thankful to have had the chance to serve under your leadership! talk soon!

Michael Creech

Client Partner - Major Accounts and Partners

1mo

Let's get that next chapter started back in NC!!

Hugo Castro, CFP®, CLU, ChFC, LUTCF

Branch Manager, Equitable Advisors South Florida Branch

1mo

Jason, I want to continue receiving those inspiring emails you send periodically! Congrats on a great run as a leader, you have made an impact on many lives and will continue to do so. I am sure Anthony will do a great job in Wisconsin! Welcome Anthony.

W. "Sandy" Solomon, ChFC, CLU, RICP,

Retirement Planning Specialist, Credentialed Holistic Planning Coach at Covenant Advisory Group, Equitable Advisors

1mo

Jason- You’ve touched a lot of lives and been an amazing positive influence on so many….we THANK YOU! No doubt Anthony will continue to do the same- Best to you both!! SS

Dave Lieberman

National Director of Field Wealth Management Recruiting

1mo

Congratulations brother! Excited for you to take some well deserved time and start your next chapter! If you are ever back in CLT please let me know!

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