Cordatus Wealth Management LLC

Jason Bass is a financial advisor with Cordatus Wealth Management LLC, holding Series 63 and Series 65 licenses and bringing 16 years of industry experience. He previously worked at Wells Fargo Advisors LLC from 2009 to 2016 before joining Cordatus in 2016. Outside of his advisory role, he serves on the boards of the Business 2 Business Association and the local YMCA. Cordatus Wealth Management LLC provides wealth planning, asset management, retirement plan consulting, and executive services to individuals, trusts, charitable organizations, and businesses. The firm generally manages accounts on a discretionary basis, using proprietary investment programs and risk-mitigation strategies, and offers advice through both traditional advisory arrangements and wrap-fee programs.

Kenneth Dysart is a financial advisor with Cordatus Wealth Management LLC, holding Series 63 and Series 65 licenses and bringing 34 years of industry experience. He has been with Cordatus Wealth Management and affiliated Prospera Financial Services since 2016. Dysart also serves as a trustee for a friend and business partner. Cordatus Wealth Management LLC serves individuals, trusts, charitable organizations, and businesses by providing wealth planning, asset management, retirement plan consulting, and executive services. The firm employs a financial plan–based approach and offers proprietary investment programs that incorporate fundamental and trend analyses alongside risk management.

Michele Later is a financial advisor at Cordatus Wealth Management LLC with six years of industry experience. Before joining Cordatus and Prospera Financial Services in 2021, she worked at Wells Fargo Clearing Services, LLC for 34 years. Michele holds a Series 66 designation. Cordatus Wealth Management serves individuals, trusts, charitable organizations, and businesses by providing wealth planning, asset management, retirement plan consulting, and executive services. The firm emphasizes financial planning as the basis for portfolio construction and offers proprietary investment programs that incorporate fundamental and trend analysis along with risk management.

Avery Dysart is a financial advisor at Cordatus Wealth Management LLC with a Series 66 designation and one year of industry experience. Prior to joining Cordatus, Dysart worked at Prospera Financial Services and held various roles including student and part-time positions. Cordatus Wealth Management LLC serves individuals, trusts, charitable organizations, and businesses by providing wealth planning, asset management, retirement plan consulting, and executive services. The firm emphasizes discretionary account management and financial planning, offering proprietary investment programs that incorporate fundamental and trend analysis alongside risk management.

Sean Gogola is a CFP® professional with 26 years of industry experience, currently serving at Cordatus Wealth Management LLC since 2016. His prior experience includes seven years at Wells Fargo Advisors LLC. Outside of his advisory role, he is a passive investor and lender to Grasshopper Simplicity. Cordatus Wealth Management LLC provides wealth planning, asset management, retirement plan consulting, and executive services to individuals, trusts, charitable organizations, and businesses. The firm emphasizes financial planning as the foundation for portfolio construction and employs a range of proprietary investment programs that incorporate fundamental and trend analysis alongside risk mitigation strategies.

Mark Forktus is a financial advisor with Cordatus Wealth Management LLC and holds Series 63 and Series 65 credentials. He has 37 years of industry experience, including prior roles at Wells Fargo Advisors LLC and Wells Fargo Clearing. Cordatus Wealth Management LLC serves individuals, trusts, charitable organizations, and businesses by providing wealth planning, asset management, retirement plan consulting, and executive services. The firm emphasizes discretionary account management built on financial planning and offers proprietary investment programs that use fundamental and trend analysis alongside risk mitigation strategies.