Jason Hallonquist CFP®
Jason joined AIS Planning in June of 2001 with a clear objective: build a career as a Financial Planner — without ever being pressured to sell. His requirement was simple and non-negotiable: serve clients on a fixed salary so advice would never be influenced by commissions or product incentives. If something was recommended, it had to be because it was right — not because it paid.
He believed then (and still believes) that long-term success in this profession comes from doing the right thing consistently, thinking holistically, and walking alongside families through every season of their financial lives — not chasing transactions. In 2003, he completed the education, examination, experience, and ethics requirements to earn his Certified Financial Planner (CFP®) designation. More than two decades later, both his experience and his perspective have deepened — even if the hair color has lightened.
Jason serves as AIS Planning’s Senior Planner and as the firm’s Visionary. Many of the processes, initiatives, and long-range strategies at AIS Planning begin with his ability to see patterns others miss — how decisions affect people, how systems influence culture, and how small changes compound over time. He is relentless about finding the best solution for each client and refuses to make a recommendation until he is confident it is structurally sound, not just convenient.
Jason is married to Ann — a genuine free spirit and the energy in any room she enters. Together they have raised three driven and capable children: Ally, Cameron, and Ryan. Outside the office, Jason invests his time in his church, his community, and at the family cabin — where thinking slows down just enough to recharge before the next big idea takes shape.
