Broker Check




Jared Weiss is the president and founder of Next Phase Financial, a boutique firm providing customized College Planning and Retirement strategies.  Honesty, transparency and trust are the foundation of Next Phase Financial.

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Matt brings over 20 years of industry experience. His passion for helping people and mastery of the Social Security claiming strategies truly set Matt apart. Matt also hold the designation of NSSA - National Social Security Advisor.

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Gene has twelve years of experience in the financial planning industry. For two years, he was a national top producer for a major mutual fund company. As an advisor for NextPhase Financial, Gene continues to “invest in...

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Amanda Gymer

Director of Sales and Marketing

Becky Kelderman

Director of Operations

Mitchell Whitney

Vice President - Advisor