New Planner Podcast

Ep #150: Mid Life Career Change to Financial Planning with Jason Howell and Doug Tees


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Jason Howell and Doug Tees are with Jason Howell Company based out of Fairfax, VA, and they join the show today to discuss their journeys in the financial planning industry. If you are considering changing careers and would like the confidence to make the leap, this is an episode for you!

Listen in as Jason and Doug delve into their unique paths to financial planning, as well as the formation of their successful partnership. Jason unpacks how he utilized his vast network to launch and grow his firm, and the serendipity behind hiring Doug just two years in. Meanwhile, Doug reveals his career transitions, the value of past experiences in convincing Jason to take a leap of faith with him, and their collective vision for the firm's future.

You can find show notes and more information by clicking here: bit.ly/3Pvz0Z3

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New Planner PodcastBy Caleb Brown

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