Jason Dettman

CFP and client service manager focused on financial planning

Amarillo, Texas

amarillo+1

thevosteam.com

lawrencewealthmanagement.com

tamarindfinancial.com

inbundance.com

aspyrewealth.com

Summary

Paraplanning and trading specialist with deep technical practice support skills. thevosteam+2

Client-service focused leader who manages and mentors Client Service Specialists while also performing client-facing service work. thevosteam+2

Experienced CFP with background in trust and wealth management, including roles as Vice President and Trust Officer where he advised on retirement planning and oversaw trust-related work. amarillo+2

Brings a practical, detail-oriented approach to practice management—CRM upkeep, research, rebalancing, and finance-specific marketing—to help advisors focus on client relationships. thevosteam+1

Jason Dettman

Summary

Work

Education

Hobbies

Enjoys traveling, spending time outdoors (hiking, swimming), and creative cooking. thevosteam+2

Jason Dettman

Summary

Work

Client Service Manager / Director of Paraplanning & TradingVirtual Outsource Solutions2022–Present

Certified Financial Planner (CFP), Vice President & Trust OfficerAmarillo National Bank2017–2022

Certified Financial Planner (CFP)C.S. Wilson & Associates Financial Planners2005–2017

Financial Planning SpecialistLawrence Wealth Management

Client Service SpecialistTamarind Financial

Financial Planner (Paraplanning)Inbundance Wealth Management

Client Service SpecialistAspyre Wealth Partners

Education

Bachelor of Business Administration (BBA), Business Administration and Management, GeneralWest Texas A&M University1999–2002

Hobbies

Enjoys traveling, spending time outdoors (hiking, swimming), and creative cooking. thevosteam+2