Jason Beckley joined OmniStar Financial Group in 2010 to further his career as a Registered Investment Advisor Representative. Jason spent several years in the financial planning industry with USA Financial Network, located in Dayton, Ohio, where he excelled in building client relationships and designing detailed financial plans. Jason’s experience has created a solid foundation that now allows him to further benefit his clients through fee-based planning.
Backed by a skilled team of professionals, Jason can use more of his time to concentrate on building client centric relationships. Adhering to OmniStar’s process over product philosophy, Jason begins by listening to his client’s goals and objectives. He then carefully works to create a customized plan of action for their unique set of circumstances. Understanding that every client is distinctive, Jason brings measurable value through his belief that “one size planning doesn’t fit all.”
Jason earned a Bachelor of Science Degree in Business Administration with a concentration in Financial Management from UNC Charlotte in 2002. He returned to his alma mater and continued his education in finance by earning his Master Degree with a concentration in Business Finance. He graduated with honors in May of 2010. Having the powerful combination of both practical and classroom experience, Jason focuses on retirement planning, business planning and wealth management strategies.
Residing in Lincolnton NC, he and his wife Alicia are the proud parents of two daughters; Lucia and Caileigh. Jason spends most of his spare time playing racquetball and camping with the family.