Investment Advisor Representative, Wealth Advisor
Offices in Columbia, Missouri & Chesterfield, Missouri
Jason is one of the original members of the Accelerated Wealth organization founded in 2007. He is the principle of the Columbia, Missouri office and co-owns the Chesterfield, Missouri office. Jason holds a Series 65 license, which qualifies him to serve as an Investment Advisor Representative (IAR). This designation holds the bearer to a fiduciary commitment to the client, assuring that all recommendations are made in the best interest of the client, with the responsibility to have full transparency in all dealings. He also maintains Life and Health licenses in numerous states.
Jason has the steadfast, unbending belief that one person can make a difference in the world. This belief is reflected in the focused, proactive and logical approach he takes with clients. Jason works to mitigate much of the risk clients face in retirement as they transition from the accumulation phase of their financial lives into the distribution phase. He has built his practice on understanding how taxes may affect his clients, both now and in the future.
An educator at heart, Jason is a faculty member at the University of Missouri’s OSHER Learning Institute, Saint Charles Community College and St. Louis Community College. He is a member of the National Ethics Association, serves on the advisory board for the Better Business Bureau and works to support numerous philanthropic organizations.
Jason and his wife, Kimetha, a family medicine physician, live in Columbia on a beautiful ten-acre ranch with their horses and their dog Romeo, the company Chief Dog Officer (CDO). They greatly enjoy sailing, international travel and visit a new country every year. Carpe Diem!
Call Jason at 314-222-2788
Executive Director – Accelerated Wealth St. Louis, Investment Advisor Representative
Offices in Chesterfield, Missouri & Colorado Springs, Colorado
In the fall of 2012, Jonathan Krueger joined Accelerated Wealth with a vision of creating a truly exceptional experience for his clients. Since 2000, Jonathan has invested in the personal finance industry and has held several executive management positions throughout his career. As a fiduciary, Jonathan maintains his Series 65 registration and uses his intricate knowledge of insurance and investment solutions to provide Accelerated Wealth clients with advanced wealth preservation and legacy continuance strategies. He also maintains his Life & Health licenses in various states.
Jonathan currently serves on Accelerated Wealth’s Investment Committee as well as the Advisory Board for Accelerated Wealth Advisors, an SEC Registered Investment Advisory firm. He takes pride in guiding his clients to make informed decisions, avoid costly mistakes, lower their taxes, increase estate size and find money falling through the cracks. Jonathan attributes his success to the high priority he places on being a good steward of the assets entrusted to his care.
In addition to private wealth management, Jonathan holds his Certified Exit Planning Advisor (CEPA) designation to evaluate value acceleration and succession planning for business owners and C-level executive teams. As a business owner, Jonathan understands the importance of combining the concept, effort, and process of succession planning for business owners into a clear, simple strategy. He collaborates to build a business that is highly valuable and transferable through strong human, structural, customer, and social capital. Jonathan currently teaches a value acceleration methodology and exit planning course at two local St. Louis colleges.
Raised in Texas and a long-time resident of Colorado, Jonathan and his wife Andrea moved to St. Louis from Accelerated Wealth’s headquarters in Colorado. Outside of the office, Jonathan can be found spending time with family or enjoying the great outdoors via hunting, archery and skiing.
Call Jonathan at 314-222-2788
Andrea joined Accelerated Wealth after a five year career in the medical field as a Registered Nurse during which she gained leadership and organization experience in the Intensive Care Unit and as a charge nurse. She has happily transitioned into serving Accelerated Wealth clients on their path to financial health. Andrea specializes in client relations, account management, organizational growth and oversight of operations for the AW St. Louis office. Her work ethic, enthusiasm and dedication to providing exceptional customer service make her an invaluable asset to the Accelerated Wealth team.
Andrea was born and raised in Northwest Ohio and spent six years in Colorado prior to moving to St. Louis with her husband, Jonathan. Her interests include running, yoga, international travel, volunteering in the community and spending time with her growing family.
Call Andrea at 314-222-2788
Abbie joined Accelerated Wealth in 2016 and she brought valuable management experience gained during her tenure as general manager at Regus Office in Columbia, Missouri. Her transition to Accelerated Wealth has allowed her to focus on serving our clients through detailed reporting, data analysis and as a notary public. When asked what she loves about AW, Abbie always cites the fast pace, family atmosphere and dedication of the team. In addition to her role as data analyst, Abbie also oversees hiring and recruitment for the St. Louis office. Our team is better because of Abbie! She is endlessly hardworking, loyal and trustworthy. Her laugh always brightens the office.
Born in Arizona and raised in Fulton, Missouri, Abbie enjoys playing volleyball, volunteering and spending time with her twin brothers.
Call Abbie at 314-222-2788
Account Service Coordinator
Jacob brings a depth of experience to the Accelerated Wealth family which both enriches our team and equips him to assist our clients with the utmost skill. Previously, Jacob spent seven years with Great Southern Bank as teller supervisor and personal banker. One of his proudest professional accomplishments was training staff for a new bank location in Columbia, Missouri.
Jacob’s dedication to excellence is apparent in the way he cares for our clients and the administration of assets they have entrusted to our firm. He currently holds his Health & Life Insurance licenses as well as his notary public.
Outside of the office, Jacob enjoys connecting with friends, playing soccer and spending time with his long-time girlfriend Megan and their dogs: Abby, Angel & Daisy. A movie buff at heart, Jacob has a personal collection of over four hundred movies. He also dedicates time to the St. Louis community via volunteering for T.A.S.K., Boys & Girls Club and Creve Coeur Days.
Call Jacob at 314-222-2788
Office Receptionist & Administrative Assistant
Prior to joining the Accelerated Wealth team, Wilma has invested over two decades in honing her office management and administrative skills as well as serving as an elected city official in her hometown. She joins our dynamic staff as our Administrative Assistant where she brings a dedicated and thorough approach to all that she does.
Wilma is a Missouri native and was raised in Perryville, Missouri. During her free time she can be found making memories with family and friends. Family is Wilma’s proudest accomplishment and she radiates joy when talking about her son and daughter. She also enjoys volleyball, softball, cooking and weight & endurance training.
Wilma’s sincere love of people is evident in her optimism, infectious enthusiasm and cheerful interactions with colleagues and clients. We are thrilled to have Wilma become a part of the AW family and know you will enjoy getting to know her as much as we have.
Call Wilma at 314-222-2788
Lori is most outstandingly a “people person” who thrives on creating both memorable experiences for our clients and creative business development solutions for Accelerated Wealth. Her passion for helping people and dedication to our team is apparent in everything she does. Lori has a seasoned background in customer service and has invested over 25 years in event planning, business development, marketing and project management. She has worked in various industries including the aerospace sector, precision GPS technology, the legal and pharmaceutical industries, information compliance consulting and interior decorating.
Born and raised in Southeastern Massachusetts, Lori has spent much of her career in St. Louis. She has also lived in Northern Virginia, Texas and most recently Northwest Montana. Lori fills her free time with many pursuits including singing in the barbershop style as a long-time Sweet Adeline with her competitive chorus (River Blenders Chorus) who have won many regional championships and holds one international championship achievement. She is an avid gardener, loves to travel with her husband Nico, spending time with family and friends, cooking, entertaining, interior decorating and bike riding.
Call Lori at 314-222-2788