MEET JASON
Jason is the owner of JL Financial Services and American Tax Service. As both a financial advisor and tax advisor, Jason has a unique skill set that combines financial planning with tax planning. He is an investment advisor representative with Series 7 and 63 registrations through Cetera Advisors, LLC.
Jason is a graduate of Baldwin-Wallace College and lives in Avon with his wife, Allisyn, and his two children, Cohen, and Kaia. When he’s not working with his clients to achieve their financial goals, Jason enjoys spending as much time as possible outdoors with his family, preferably near the water!
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THOM FITZHUGH
Tax Advisor
40+ years of tax preparation experience
SANDY SCOTT
Office Manager & Tax Advisor
10+ years of tax preparation experience
KERRY SKOWRONSKY
Tax Advisor
5+ years of tax preparation experience
DANIELLE ROURKE
2 years of tax preparation experience
GEORGE SHUPP
Tax Advisor
AFSP, Record of Completion
50+ years of tax preparation experience
DIANE SHUPP
Tax Advisor
AFSP, Record of Completion
50+ years of tax preparation experience
TOM TOMASHESKI
Tax Advisor
AFSP, Record of Completion
40+ years of tax preparation experience
AL URBAN JR.
Tax Advisor
AFSP, Record of Completion
40+ years of tax preparation experience
Karen VanDemark
Office Administrator
Barb Szalay
Office Administrator
Shelley Shupp
Office Administrator
Jason Leppla is an Investment Adviser Representative with Cetera Advisors LLC.
The other individuals listed on this page are not affiliated with Cetera Advisors LLC.