Jason Ouellette
Co Founder at Shield Financial Group, Inc. | Pflugerville, Texas, United States
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Jason Ouellette is a dynamic Co-Founder at Shield Financial Group, Inc., where he leverages his extensive expertise in financial planning and analysis to empower individuals and families to secure their financial futures. With a strong foundation in retirement planning and strategic financial planning, Jason is dedicated to helping clients navigate the complexities of income protection and investment strategies, including innovative solutions like Market Linked CDs. His commitment to fostering thriving relationships extends beyond his professional endeavors; as a pastor of a spirit-led church family in Pflugerville, Texas, he integrates his passion for community service into his work at Shield Financial Group.
At Shield Financial Group, Jason plays a pivotal role in key projects that focus on enhancing clients' financial literacy and providing tailored retirement solutions. His deep understanding of the Ministerial Housing Allowance and 401(k) plans allows him to offer specialized advice to clients in the religious sector, ensuring they maximize their benefits while planning for a secure retirement. Jason's marketing strategy skills further enhance the firm's outreach efforts, enabling Shield Financial Group to connect with a broader audience seeking reliable financial guidance.
In addition to his financial acumen, Jason is proficient in utilizing tools like Microsoft Word to create comprehensive financial reports and presentations that resonate with clients. His holistic approach to financial services, combined with a genuine investment in people, makes Jason Ouellette a trusted advisor and a valuable asset to both Shield Financial Group and the communities he serves.
Co Founder at Shield Financial Group, Inc. in April 2011 to Present
Pastor at Way of Life Church, Pflugerville in January 2016 to Present
Director of Training and Staff Development at Portfolio Resident Services, Inc. in March 2025 to Present
Community Services Director at Portfolio Resident Services, Inc. in December 2022 to April 2025
Associate Director at Portfolio Resident Services, Inc. in September 2017 to December 2022
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Presentation Skills
Writing
Employee Training
Training and Development (HR)
Curriculum Development
Presenter
Employee Benefits
Retirement Planning
Insurance
Financial Analysis
Income Protection
Benefits Management
Tax Advisory
Leadership
Team Leadership
Public Speaking
Public Seminars
Financial Services
Equity Indexed Annuities
Market Linked CD's
Financial
Marketing Strategy
Business Analysis
Benefits Administration
IRAs
Roth IRA
403 b
Ministerial Housing Allowance
Youth Mentoring
TRS
Investments
Life Insurance
Fixed Annuities
PowerPoint
401k
Team Building
Microsoft Word
Microsoft Office
Strategic Financial Planning
Microsoft Excel
Management
Retirement
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Discover more about Shield Financial Group, Inc.What is Jason Ouellette email address?
Email Jason Ouellette at [email protected] and [email protected]. This email is the most updated Jason Ouellette email found in 2026.
What is Jason Ouellette phone number?
Jason Ouellette phone number is +19407331208 and +18177239325.
How to contact Jason Ouellette?
To contact Jason Ouellette send an email to [email protected] or [email protected]. If you want to call Jason Ouellette try calling on +19407331208 and +18177239325. (updated on October 30, 2024)
What is Jason Ouellette net worth?
Jason Ouellette has an estimated net worth of $75,000 to $99,999
What company does Jason Ouellette work for?
Jason Ouellette works for Shield Financial Group, Inc.
What is Jason Ouellette's role at Shield Financial Group, Inc.?
Jason Ouellette is Co Founder
What industry does Jason Ouellette work in?
Jason Ouellette works in the Non-Profit Organizations industry.
Jason Ouellette Email Addresses
Jason Ouellette Phone Numbers
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