Jason Craine CFP®, AWMA®, AAMS®
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!
“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.”
How can I help?
Tax Optimization
​​Investment Management
Legacy & Charitable Planning
Income Planning
Monthly recaps on financial markets. Stay in the loop with Jason.
Get to know Jason
Over the past decade, I have dedicated my career to helping families achieve their financial goals through comprehensive planning and personalized guidance. My journey in finance began in 2010, and since then, I’ve gained diverse experience in banking, investment management, accounting, insurance, and holistic financial planning. In 2019, I relocated with my family to Wichita, Kansas, to establish Mariner Wealth Advisors’ first office in the area, where I’ve spent the last ten years building a financial planning practice.
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) designation and several additional industry credentials. These qualifications reflect my dedication to continuous professional development and providing clients with high-quality, informed advice.
Outside of work, I’m deeply involved in our 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 me, and I’m grateful for the opportunity to contribute to organizations that make a difference.

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.
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.Â
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.
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.Â
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.Â
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.Â
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.
I always assess a client's situation through a fiduciary lens, ensuring a client won’t feel “sold” anything. I believe that a detailed cash-flow-based approach to financial planning provides a clearer and more accurate picture. This method enables us to explore the finer details of tax planning.
I pay close attention to investments from an asset location perspective, analyzing the growth and tax implications of various investments and determining the most suitable accounts for holding them, based on the tax treatments applicable to those accounts.
Tax planning is intricately woven into every aspect of financial planning, as both current and future tax implications play a crucial role in shaping our strategies.
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.Â
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!
Book a 30-min introductory call with Joshua.
Meet and greet. Get to know each other and learn about the benefits of wealth management through Savvy.
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.
Neither Savvy Wealth, nor Savvy Advisors compensates directly for testimonials or endorsements provided herein, by advisers. However advisors may have an indirect financial incentive to provide testimonials.