GROWTH & IMPACT WEEK SPEAKER LINEUP
The speakers at Growth and Impact Week are award-winning advisors, operators, and thought leaders who don’t just understand growth and impact, they execute it. Each speaker has been selected for their ability to translate methodology into real-world implementation, sharing how they’ve built in-demand practices through intentional, ROI-driven relationships with business owners. Expect candid perspectives, practical frameworks, and honest discussion around what works in today’s market, from client selection and trust-building to accountability, culture, and value creation. This is not a stage of theorists; it’s a room of practitioners committed to helping you apply what you learn and accelerate results in your firm.
Jason Wendt
I help families and business owners navigate complex financial decisions through a values-based financial planning approach. By aligning your financial strategies with what matters most to you, I create personalized plans that bring clarity,...
ABOUT JASON
I help families and business owners navigate complex financial decisions through a values-based financial planning approach. By aligning your financial strategies with what matters most to you, I create personalized plans that bring clarity, purpose, and long-term confidence. As a Certified Exit Planning Advisor(CEPA®), I offer specialized guidance to business owners planning successful exits—maximizing business value while supporting their personal financial goals. Many clients face advanced planning needs, including tax strategy, estate planning, and multi-generational wealth coordination. I serve as along-term partner focused on helping you make smart decisions and live a life aligned with your values.