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Jason Lampe
Financial Advisor

Jason Lampe, Financial Advisor, being the son of the firm’s founder Carol K. Lampe, CFP®, has been training in financial planning since childhood. His practice focuses on retirement planning and investment management, helping clients achieve their financial goals as planned. Before formally entering the profession in January, 2006, Jason had a successful career in business development and finance for the Internet division of Barnes & Noble.com in New York City; as well as co-founded a Los-Angeles-based corporation selling textiles to interior designers throughout showrooms across the United States.

Personally, Jason has a passion for finance, travel, skiing and mountain biking, and splits his time between New York City, Colorado, and Pittsburgh.

Jason earned a Bachelor’s degree from the Leeds School of Business at the University of Colorado at Boulder, holds the Series 66 securities license, and is currently enrolled in the Retirement Income Certified Professional (RICP) course with The American College of Financial Services.