CUSO Financial Services, L.P.* at UFCU
Mueller, Downtown (by appointment only), University, and Trinity (by appointment only)
Jason Wolf is a modern-day Renaissance man with more than 20 years of experience in the investment world. He is genuinely interested in the success of his clients, and has a knack for turning the unknown into the familiar. His favorite quote, from Albert Einstein, sums up his commitment to client education: “Compound interest is the eighth wonder of the world. He who understands it, earns it. He who doesn’t, pays it.” He is passionate about educating and helping his clients become a part of the solution to reach and celebrate their goals together.
Recently moving back to Texas from the Pacific Northwest, he has given up the road in order to focus on helping UFCU Members. While on the road, he worked with many of the top advisors in the industry and shared ideas on how to position and protect clients’ assets. Raised in Texas, Jason enjoys the outdoors and spending time with his wife, Maribeth, and their three dogs.
Although he is a graduate of Texas Tech, you can find Jason rooting for the home team… until the Red Raiders come to town!
Get to Know Jason
What was your favorite TV show growing up?
If you could meet anyone, living or dead, who would it be?
“Leonardo da Vinci”
What is the number one item on your bucket list?
“To attend BBQ University!”