Our Team
How We Work
Our reasons for becoming financial professionals are deeply personal. We repeatedly saw many friends and family struggling to find the help they needed to map out their financial future. We are confident that with our understanding of personal finance, coupled with our training as financial professionals, we can help people better prepare for the future. After years in the business, we have developed a reputation for educating individuals in an easy-to-understand manner so they can grasp personal finance and use those concepts to pursue their financial objectives. We feel a commitment to our community.
Jason F. Vos, CFP®
President
Jason Vos joined Chartered Financial Services in 2010 and has been in the financial services industry since 2007. As a retirement plan consultant, he educates plan participants on their options and ways to save in their retirement...
Luke Aduddell
Financial Advisor
Aisha Rehberg-Booth
Registered Assistant
Aisha is our registered assistant and has been with our firm since 2022. She handles our processing and the day-to-day functions of the office. Aisha graduated from Coe College with degrees in Asian studies, English, and anthropology....
Kristin Luther
Administrative Assistant