Jason R. Zimmerman* MBA, CLU, CAP

Senior Managing Director & Principal

As one of the Senior Managing Directors and owners of Schechter Wealth for the past 20 years, Jason Zimmerman is responsible for helping to define the strategic direction of the firm. Schechter is primarily focused in the areas of investment alternatives, private capital, life insurance-based planning solutions and employee benefits. He also manages relationships with referring and strategic partners such as insurance professionals, banks, CPAs and money managers to help further grow our advanced life insurance planning area. In addition, Jason works directly with the firm’s clients and their advisors in the execution of sophisticated solutions in wealth accumulation and preservation, wealth transfer and charitable giving.

Jason has earned designations that help clients with financial planning, income taxation, retirement planning, investments and estate planning. The designations are: The Chartered Life Underwriter (CLU) designation for professionals involved in the areas of estate planning and business succession planning; and the Chartered Advisor in Philanthropy (CAP) designation. He has led two top national insurance carriers in production and consistently been in the top 1% of life insurance production in the U.S.

Jason is actively involved in a number of professional organizations, including NAIFA (National Association of Insurance and Financial Advisors), AALU (Association for Advanced Life Underwriting), AIPAC (American Israel Public Affairs Committee) and serves on the board of the Dr. Gary Burnstein Community Health Clinic.

Jason is a graduate of the University of Wisconsin-Madison and received a master’s degree in business administration with a concentration in finance from Fordham University in New York.

Jason and his wife Rachel have three children and two dogs and reside in Huntington Woods, Michigan. They are active in numerous community and charitable organizations.

jason@schechterwealth.com