Jason White
N/A
Licensed for 21 years
Law Degree
Awards
Primary Practice Area
Estate Planning
Language
English
About
Attorney, Certified Private Wealth Advisor, Accredited Asset Management SpecialistJason has been an investment advisor for fifteen years and has helped hundreds of people plan for and achieve their goals for growing, protecting and transferring their wealth. He spent the first part of his career at Edward Jones and Merrill Lynch, and in March of 2009 joined the Trust & Investment Management department of Greenfield Banking Company. He has trained and mentored over 50 financial advisors as they have started their careers. He graduated from the Indiana University School of Law in 1999 and was admitted to the state bar in 2000. He has a B.S. from Indiana University where he graduated with distinction. In 2011, Jason obtained the prestigious Certified Private Wealth Advisor designation, which will help him further his specialty in estate planning, elder law and wealth management. He is one of only 10 advisors in Indiana to have achieved this rigorous credential.He is active in the community, serving on the board (and past Chairman) of the Hancock Regional Hospital Foundation, and is a past president of the Set A Good Example Foundation. He volunteers weekly at Harris Elementary school helping third graders improve their reading skills. He also volunteers his time delivering Meals on Wheels and officiating and coaching boys and girls youth sports leagues. He lives in Greenfield with his wife Tiffany and their three kids, Tyler, Josie and Andrew and their dogs Flashy and Jingle.
Practices Areas
Estate Planning
Probate
Elder Law
Language
English
Contact
Dickmann Reason Bogigian & White17 N Pennsylvania StGreenfield, IN, 46140-2066
Office: N/A
Website: N/AReviews
We have been extremely pleased and happy to refer anyone who needs comparable services. Jason was awesome and did a great job with communication and follow up with our family. We are very grateful :)
Mr. White filed the necessary documentation for my mother's application for Medicaid. He also provided critical advice regarding the process and how to properly manage her finances during the application period. I found Mr. White to be knowledgeable and professional. He was always prompt in responding to my emailed questions. His assistance was most valuable and his kindness was greatly appreciated. I would highly recommend him!
My wife is in a nursing home. I had been trying to get her on Medicaid for several months but kept getting denied. Jason suggested an appeal. Jason was right there with me during the whole appeal process. He won the appeal and was then stonewalled by the Medicaid people trying to get the final approval. Jason was relentless in cutting through the government ‘Red Tape’ and did get the final approval. Jason is very professional and kept me informed through the whole process. I recommend him very highly.
We asked Jason to advise and assist us with the preparation of a trust. We were please with his knowledge and counsel.
We have been extremely pleased and happy to refer anyone who needs comparable services. Jason was awesome and did a great job with communication and follow up with our family. We are very grateful :)
Mr. White filed the necessary documentation for my mother's application for Medicaid. He also provided critical advice regarding the process and how to properly manage her finances during the application period. I found Mr. White to be knowledgeable and professional. He was always prompt in responding to my emailed questions. His assistance was most valuable and his kindness was greatly appreciated. I would highly recommend him!
My wife is in a nursing home. I had been trying to get her on Medicaid for several months but kept getting denied. Jason suggested an appeal. Jason was right there with me during the whole appeal process. He won the appeal and was then stonewalled by the Medicaid people trying to get the final approval. Jason was relentless in cutting through the government ‘Red Tape’ and did get the final approval. Jason is very professional and kept me informed through the whole process. I recommend him very highly.
We asked Jason to advise and assist us with the preparation of a trust. We were please with his knowledge and counsel.
We have been extremely pleased and happy to refer anyone who needs comparable services. Jason was awesome and did a great job with communication and follow up with our family. We are very grateful :)
Mr. White filed the necessary documentation for my mother's application for Medicaid. He also provided critical advice regarding the process and how to properly manage her finances during the application period. I found Mr. White to be knowledgeable and professional. He was always prompt in responding to my emailed questions. His assistance was most valuable and his kindness was greatly appreciated. I would highly recommend him!
My wife is in a nursing home. I had been trying to get her on Medicaid for several months but kept getting denied. Jason suggested an appeal. Jason was right there with me during the whole appeal process. He won the appeal and was then stonewalled by the Medicaid people trying to get the final approval. Jason was relentless in cutting through the government ‘Red Tape’ and did get the final approval. Jason is very professional and kept me informed through the whole process. I recommend him very highly.
We asked Jason to advise and assist us with the preparation of a trust. We were please with his knowledge and counsel.