Jason Schmudlach, QKA®, QPA, TGPC
Vice President
Jason focuses on retirement plan advisory, partnering with plan sponsors and committees to support their fiduciary and investment decision making, with particular depth in defined contribution plan administration and compliance. He has been with the firm since 2019, and brings prior retirement plan experience from roles at Bronfman E.L. Rothschild, including serving as Manager of Retirement Plan Solutions. Jason holds the Qualified 401(k) Administrator (QKA), Qualified Pension Administrator (QPA), and Tax Exempt and Governmental Plan Consultant (TGPC) credentials, reflecting technical expertise in plan administration, compliance testing, and governmental plan matters. He earned a Bachelor of Science in Accounting and Business Administration from the University of Wisconsin, Green Bay.
Please Note: Limitations. Professional designations, certifications, degrees, or licenses, recognition by publications or organizations, membership in professional organizations, or prior experience or success should not be construed by a client or prospective client as a guarantee of a certain level of results or satisfaction if Wealthspire is engaged, or continues to be engaged, to provide investment advisory services.
