Wichita, KS
Jason Craine
Hi there! 👋🏼 I’m Jason, a financial advisor based in Wichita, Kansas, with over a decade of experience helping my clients make well-informed financial decisions to reach their long-term goals. My passion lies in helping guide clients to understand and feel confident in their financial strategies, whether it’s planning for retirement, navigating investments, or optimizing tax strategies.
I hold a Bachelor of Science degree in Business Administration with an emphasis in Management Leadership from William Jewell College, along with the Certified Financial Planner (CFP®). Outside of work, I’m actively involved in our community and enjoy spending time with my family—my wife, Jessica and I have been blessed with two sets of twins and three dogs. In my spare time, you’ll find me woodworking, coaching kids’ sports, and cheering on the Kansas City Chiefs!
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Erica Luchetti
Erica Luchetti, a Senior Client Service Associate, offers over 15 years of experience in operations and client service within the financial, music, and automotive industries. Her career began as a temporary receptionist in financial services, where her adaptability secured a permanent assistant role, igniting her professional growth. Erica excels at supporting financial advisors by overseeing daily operations, promptly addressing client needs, managing onboarding and account transfers, executing investment transactions, and ensuring accurate data. She collaborates seamlessly with external professionals, such as custodians, CPAs, and estate attorneys, while upholding rigorous compliance with policies and regulations. Driven by a passion for exceptional client experiences, Erica seeks to optimize workflows and cultivates trusted relationships. Beyond work, she treasures family moments, adores animals, dives into books, enjoys live music, and recharges by the water in the sunlight, maintaining her vibrant energy.
I believe in crafting strategies uniquely tailored to each client. My approach begins with truly listening to their goals and providing forward-looking advice that reflects their needs. By discussing their comfort with risk, I design a diversified strategy aligned with their tolerance. My goal is to empower clients with the knowledge to monitor their portfolios confidently, ensuring they’re positioned for long-term success.
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How can I help?
STRIVING TO MINIMIZE YOUR TAX BURDEN
Tax Optimization
We aim to take the ambiguity out of tax planning by utilizing tax-reducing strategies that encompass your overall tax liability. We do it by putting together a game plan that is specific to your needs.
STRATEGIC, DATA-DRIVEN INVESTING TO TARGET AMBITIOUS RESULTS
Investment Management
End-to-end investment management focused on tailoring portfolios to each client’s specific circumstances and preferences. Our holistic approach will take into consideration all facets of your situation along with current economic data to optimize your portfolio's risk and return.
MINIMIZING YOUR TAX BURDEN
Legacy & Charitable Planning
Whether it’s transferring assets to kids or grandkids, or maximizing your charitable donations, we have the expertise with complex strategies surrounding wealth transfer.
UNDERSTAND YOUR INCOME STREAMS
Income Planning
Understand your income with an annual plan showing where cash flow is generated, and why. This weaves together Restricted Stock Units (RSU) flows, stock option exercises, long-term capital gains, Roth Conversions, etc.
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Get to know
Jason
Over the past decade, Jason has dedicated his career to helping families achieve their financial goals through comprehensive planning and personalized guidance. His journey in finance began in 2010, and since then, he has gained diverse experience in banking, investment management, accounting, insurance, and holistic financial planning. In 2019, Jason relocated with his family to Wichita, Kansas, to establish Mariner Wealth Advisors’ first office in the area, where he has spent the last ten years building a financial planning practice.
Jason holds a Bachelor of Science degree in Business Administration with an emphasis in Management Leadership from William Jewell College, along with the Certified Financial Planner (CFP) designation and several additional industry credentials. These qualifications reflect his dedication to continuous professional development and providing clients with high-quality, informed advice.
Outside of work, Jason is deeply involved in his community, serving on the Board of Directors for Exploration Place, the Andover YMCA, and the Financial Planning Association (FPA) of Kansas, as well as on a council for our local elementary school. Giving back is a priority for Jason, and he is grateful for the opportunity to contribute to organizations that make a difference.
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How did you become a financial advisor?
I am a Senior Financial Planner and Certified Financial Planner with a career in the financial industry that began in 2010. My experience spans banking, investments, accounting, and insurance firms, which laid the foundation for my holistic wealth planning practice at Mariner Wealth Advisors. In 2019, I relocated from Kansas City to Wichita to establish a new office, and I have thoroughly enjoyed becoming an active member of this community.
My passion for financial planning started in childhood. I vividly recall overhearing conversations between my mother and grandfather about financial strategies. He dedicated his career to helping families manage risks through insurance. Additionally, I remember our family engaging an advisor to navigate the college selection process. These experiences left a lasting impression on me and significantly influenced my desire to assist families in addressing complex financial challenges.
What types of clients do you work with?
I work with multi-generational families and corporations, including business owners, medical providers, and executives. My client base spans the country, from coast to coast. Typically, my clients are approaching retirement or have substantial income that requires careful planning. However, the nature of multi-generational planning allows me to serve a diverse range of clients. There are numerous opportunities to enhance a family's financial landscape both leading up to and during retirement. While the next generation may have different financial needs, effective planning among these various family units is crucial for building multi-generational wealth.
What areas of expertise do you have?
Holistic planning encompasses several key areas, including Retirement Planning, Investments, Alternative Investing, Tax Planning Strategies, Risk Mitigation and Insurance Planning, Estate Planning, Education Planning, and Cash Flow Analysis. Additionally, I have received training in the collaborative divorce process, helping those going through divorce.
What kinds of strategies do you help clients with?
Each of my client portfolios is tailored to target returns relative to the level of risk they are looking for with their portfolio. I also consider unique investments that are not commonly found in standard portfolios.
I believe Roth conversion strategies can positively influence a client's net worth over time, affect their lifetime tax payments, and dictate how assets are transferred to the next generation. I can help families ensure proper estate documents are in place, and emphasize the importance of reviewing asset titles and beneficiary designations to honor their wishes.
Early preparation is crucial in education planning. We can assess which types of accounts are most suitable, and discuss their intentions for covering educational expenses.
Many executives and upper management professionals accumulate substantial holdings of company stock within their retirement plans. Claiming net unrealized appreciation (NUA) on these assets can add significant value and reduce tax liabilities.
We have various strategies to address concentrated positions that have built up over time. Goals may include gradually reducing this position to mitigate risk, maintaining the position while generating additional income, or implementing measures for downside protection.
What is your favorite part of working with clients?
Each family or situation is unique and comes with its own nuances. As such, each financial plan is unique. I am given the opportunity to get to know my clients on a very intimate level and show real value that can have major impacts on their legacy.
What is it like partnering with Savvy?
Savvy has developed a platform that is transforming the wealth management industry. By leveraging their technology, I can focus more on what truly matters—addressing my clients' needs. My clients value the enhanced, user-friendly experience!
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Certified Financial Planner Board of Standards Center for Financial Planning, Inc. owns and licenses the certification marks CFP®, CERTIFIED FINANCIAL PLANNER™, and CFP® (with plaque design) in the United States to Certified Financial Planner Board of Standards, Inc., which authorizes individuals who successfully complete the organization’s initial and ongoing certification requirements to use the certification marks.
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