Financial Future Services

Financial Action, Inc.

Jason Roque CFP®, APMA® and AWMA®

  • Over 20 years of investment industry experience
  • Jason became a Certified Financial Planner™ professional in 2016, an APMA® (Accredited Portfolio Management Advisor) in 2019, and an AWMA® (Acc...

Learn More View Catalog

About Financial Future Services


About Us About Us
About Us About Us

Financial Action, Inc.

Jason Roque CFP®, APMA® and AWMA®

  • Over 20 years of investment industry experience
  • Jason became a Certified Financial Planner™ professional in 2016, an APMA® (Accredited Portfolio Management Advisor) in 2019, and an AWMA® (Accredited Wealth Management Advisor) in 2020

Kerry J. Hilsabeck, CFP®

  • Over 10 years of financial services experience
  • Kerry became a Certified Financial Planner™ professional in 2020.

Brandon Ridenour, CFP® and CRPC®

  • Over 10 years of financial services experience
  • Brandon became a Chartered Retirement Planning Counselor SM

in 2020 and a Certified Financial Planner™ professional in 2024. ?

Our product is our people.

We understand that our financial advice and diligent customer service have a large impact on your ability to meet your long-term goals. It is with great care that we handle your financial planning, investment management, and insurance needs.

Contact Us to schedule a Meet & Greet today!

Tri-Lakes Chamber of Commerce
A PROUD MEMBER OF

Tri-Lakes Chamber of Commerce

Scan to access our Mobile App or Click to Save to QR