Jason Dahl, CFP®

Jason believes the best financial plans are the ones where every small detail adds up to a clear big picture. Whether he’s helping clients map out retirement, fund their kids’ education, manage a portfolio, or think through tax and legacy strategies, his focus is on making sure each piece works in concert — and that nothing important gets overlooked.

Jason was born and raised in a small town on the Oregon Coast before heading east for college. At American University’s Kogod School of Business, where he studied International Finance, a favorite professor saw both his aptitude for finance and his instinct to help people — and nudged him toward the CFP® path. After a few years working in nonprofit development, Jason took the advice, completed the coursework, passed the exam, and joined AFS Financial Group, now part of HUB International, in 2007. He holds the CFP®, Certified Investment Management Analyst (CIMA), and Certification in Long-Term Care (CLTC) designations.

Jason lives in Northeast D.C. with his wife Beth and their two kids, Leo and Elena. The couple met in Spain and later lived and worked in Ushuaia, Argentina — the southernmost city in the world — after college, and have been Spanish speakers and passionate travelers ever since. In his spare time, Jason cheers loudly for the Oregon Ducks and plays his vinyl collection at home and at local music venues. He also serves on the board of A Wider Circle, a nonprofit working to lift D.C.-area families out of poverty.