Financial Action, Inc.

Jason Roque is a CFP® with 18 years of experience in the financial industry. He has been with Financial Action, Inc. since 2013. Outside of his advisory role, he is the owner of Roque Property Management, LLC, a vacation rental business in Fort Myers, Florida. Financial Action, Inc. serves individual investors, families, and participants in employer-sponsored defined contribution plans, providing written financial plans and both discretionary and non-discretionary investment advisory services. The firm uses a diversified investment approach based on fundamental, cyclical, and secular analysis, with regular portfolio monitoring and client reviews.

Brandon Ridenour is a financial advisor at Financial Action, Inc. with eight years of industry experience. He holds Series 63 and Series 66 licenses and previously worked at Kassira Wealth Management LLC and T. Rowe Price. Financial Action, Inc. serves individual investors, families, and participants in employer-sponsored defined contribution plans by providing financial planning and both discretionary and non-discretionary investment advisory services. The firm employs a diversified investment approach based on fundamental, cyclical, and secular analysis, with portfolios monitored weekly and reviewed quarterly.

Christopher Reed is a financial advisor at Financial Action, Inc. in Monument, Colorado, holding Series 63 and Series 65 licenses with 19 years of industry experience. He has been with Financial Action, Inc. since 2006. Outside his advisory role, he owns Paragon Capital, LLC, and has ownership in Raton Gas Transmission, a utilities business. Financial Action, Inc. serves individual investors, families, and defined contribution plan participants by providing financial planning and both discretionary and non-discretionary investment advisory services. The firm uses a diversified investment approach based on fundamental, cyclical, and secular analysis, with portfolios monitored weekly and reviewed quarterly.

Meredeth Mcdowell Iversen is a financial advisor with Financial Action, Inc. She holds a Series 65 credential and has three years of industry experience. Prior to joining Financial Action, she worked at Financial Future Services, LLC for ten years and spent twenty years at JP Morgan Chase Bank NA (formerly Banc One). Financial Action, Inc. serves individual investors, families, and participants in employer-sponsored defined contribution plans by providing financial planning and investment advisory services. The firm employs a diversified investment approach based on fundamental, cyclical, and secular analysis, with regular portfolio monitoring and client reviews.

Kerry Hilsabeck is a CFP® and holds a Series 66 license with 10 years of industry experience. She has been with Financial Action, Inc. since 2020, and previously worked at Focus on The Family, Alpers Financial Planning, and T. Rowe Price. Financial Action, Inc. provides financial planning and investment advisory services to individual investors, families, and participants in employer-sponsored defined contribution plans. The firm manages diversified portfolios based on fundamental, cyclical, and secular analysis, with regular reviews and rebalancing, serving a large client base primarily through discretionary management.