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Senior Planner

Jason Kobza


Chartered Financial Analyst® (CFA®)
Investment Advisor Representative (IAR)
BS – Electrical Engineering, Oklahoma State University
MBA – Finance, Oklahoma State University

Previous Experience:

Jason began his career working for an international financial corporation processing Securities Class Action claims on behalf of his large investment clients. After a few years, he transitioned within the company to work on their Risk Analytics software platforms, where he eventually became a Vice President.

Family Life:

Jason and his wife, Jaclyn (who also works at MLW), have three sons – Austin, Graham, and Carter.

Outside the Office, You’ll Find Him:

He loves food a little too much, so he’s either trying a new restaurant with his wife, or in the kitchen pretending to be a chef. Watching and playing sports are a great passion, especially watching Oklahoma State football. He is also a huge advocate for board games, and will talk about them to anybody who’s willing listen.

Something Most People Don’t Know:

This is the second time that Jason and his wife have worked together.  They also worked together at their first jobs out of college, where Jason interviewed Jaclyn for a position on his 8th day of work.

Words of Wisdom:

Life is difficult, don’t try to make it through alone. Surround yourself with people that you can trust and everything becomes much easier and more fun.

Team Kobza

Paraplanner: Trevor Freeman
Paraplanner: Morgan Luck
Senior CSS: MC Palla

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