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Jason W
Series 63, Series 65
Greenfield, IN
Dynamic Legacy Planning
Jason White is a financial advisor at Dynamic Legacy Planning in Greenfield, IN, holding Series 63 and Series 65 licenses with seven years of industry experience. He also serves as an owner and attorney at Dickmann Reason Bogigian & White, where he provides estate planning and elder law services. Dynamic Legacy Planning serves individual and high-net-worth clients by offering discretionary asset management and comprehensive financial planning that includes estate preservation, tax reduction, and risk management. The firm integrates the principal’s legal expertise into its advisory services, managing approximately $90 million across about 185 client relationships.
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