Jason is one of the original members of the Accelerated Wealth organization. In addition to serving as an Advisor Representative of Accelerated Wealth in two locations, he has offices in Columbia & Chesterfield (St. Louis), Missouri. Jason has a Series 65 license, which qualifies him to serve as an Investor Advisor Representative. 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 six 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, working to mitigate much of the risk clients face in retirement and when building businesses.
Previously, Jason served as a Regional Director of Bamboo.com, IPIX, and Realtor.com, as well as Homestore.com. As Vice President of Business Development for Dollar Realty & Mortgage, he built an agent-centric real estate model integrating mortgage and real estate business. From there, Jason moved to Regional Director of Mergers and Acquisitions for Realogy – a venture capital group and owners of Century 21, Coldwell Banker, ERA, Sotheby and Better Homes & Gardens.
An educator at heart, Jason teaches an annual Risk Management Course at the University of Missouri’s Trulaske College of Business where he is a visiting professor. He is an active member of the Better Business Bureau Advisory Board, as well as a member of the National Ethics Association. He serves on the senior advisory board of Accelerated Wealth and supports 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. They greatly enjoy travel and visit a new country every year.
Call Jason at 314-222-2788
Contact via email: JasonI@AcceleratedWealth.com
In the fall of 2012, Jonathan Krueger joined Accelerated Wealth with a vision of creating a truly exceptional experience for his clients. Jonathan has invested fifteen years in the personal finance industry and has held several executive management positions throughout his career. Jonathan maintains his Series 65 registration and uses his broad knowledge to support Accelerated Wealth clients in meeting their wealth preservation and legacy continuance needs. He also holds his Life, Health & Casualty licenses in seven states. 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.
Previously, Jonathan worked at a division of Citi Group, where he served as a Regional Vice President and distinguished himself a one of the Top 50 agents in the nation. Since joining Accelerated Wealth, Jonathan has established platinum level Private Wealth Management and Accelerated Business Strategy offices in Colorado Springs, Colorado and Chesterfield, Missouri.
In addition to private wealth management, Jonathan utilizes his background in business development and operational management to consult with companies while using AW’s Accelerated Business Strategies. As a business owner, Jonathan understands the importance of providing highly competitive employee benefits, reducing tax burden, advanced succession planning and alternative corporate financing options.
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.
Client Relations & Account Service Manager
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 event planning. Her work ethic, enthusiasm and dedication to providing exceptional customer service make her an invaluable addition 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. She had the privilege of marrying her husband, Jonathan, in 2012. Her interests include running, yoga, volunteering in the community and ballroom dancing.
Roni comes to Accelerated Wealth with an extensive background in customer service and office administration. These experiences are reflected in her care and concern for our clients. As a result, Roni’s welcoming personality, bright smile and dedication to excellence make her right at home with the Accelerated Wealth team. Among our staff she is known as our “Chief WOW Officer.”
A St. Louis native, Roni has five years prior experience in the financial industry and a degree in Mass Communication from Lindenwood University. Outside of the office, her interests include wakeboarding, boating, snowboarding, ice hockey and golf. If you ask Roni about her proudest accomplishment, she will undoubtedly tell you about her beautiful daughter, Gracie and her fiancé Jason McMahan.
Call Roni at 314-222-2788
Contact via email: mailto:firstname.lastname@example.org
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