Jason Koptish is a founding partner of Mainsail Wealth Advisors, LLC. and a CERTIFIED FINANCIAL PLANNER ™ Professional. Jason has met the rigorous experience and ethical requirements of the CFP® board and has successfully completed the required comprehensive coursework and the CFP® certification exam. Additionally, Jason holds an Accredited Asset Management Specialist designation. As an AAMS designee, he has expertise in the areas of asset management and investment planning which he utilizes as the teams’ lead portfolio manager. Jason serves as the Senior Investment Strategist and leads the Mainsail Investment Committee. In this role, he in instrumental in shaping the direction of investment decisions and strategies used by advisors in the firm.
In his role as an advisor, Jason works with retirees, pre-retirees, and business owners providing comprehensive, full service, financial planning and investment management services to affluent clients.
Jason began his career in finance in 2005, joining AG Edwards & Sons as a financial advisor and later joining the Haley-Mansfield-Koptish-Glaze Wealth Management Group in 2007 before establishing Mainsail Wealth Advisors in 2013. Prior to his career in finance, Mr. Koptish served as the Director of the Middle Peninsula Business Development Partnership and President of Vanguard Web Studios LLC.
Jason is a devoted father to his two teenaged children, Noah and Parker. In his free time, Jason enjoys traveling, playing both golf and soccer, and regularly competes in triathlons.
Certified Financial Planner Board of Standards Inc. owns the certification marks CFP®, CERTIFIED FINANCIAL PLANNER™ and federally registered CFP (with flame design) in the U.S., which it awards to individuals who successfully complete CFP Board's initial and ongoing certification requirements.
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