Who We Are

There’s a certain satisfaction that comes from helping others navigate life’s complexities. For Jason Cillo, this served as inspiration for his entry into the financial services industry.

Jason is a financial professional who can offer both insurance and investment products and services. Initially starting in the tax industry, he found his true calling when one of his clients suggested he should be a planner. The thrill of preparing holistic plans tailored to his clients’ unique needs, especially during uncertain times, is what brings joy to his work.

Since entering the industry in 2007, Jason has amassed an impressive portfolio of experience. He earned his bachelor’s degree from the University of New Hampshire and is a Chartered Retirement Planning Counselor (CRPC^®). His previous role as a tax preparer and strategist allowed Jason to hone his skills in creating comprehensive plans, particularly in tax strategizing. Known for his deep understanding of individual and estate tax codes, Jason’s knowledge comes from years of self-education, learning from mentors and a lot of reading.

A lifelong resident of New Hampshire, Jason currently lives in Lyndeborough with his wife, Danielle. Their blended family includes four children: Connor, Caidence, Gabrielle and Sophia. Jason’s love for nature is evident in his hobbies, which include skiing, hiking and gardening.