Jason White, CPWA, JD, AAMS

Jason White is a trusted advisor at Dynamic Legacy Planning, where he helps individuals and families prepare for the future through thoughtful estate, legacy, and long-term planning. His background in both law and financial services gives him a unique perspective on the many pieces that come together when families are planning for their future, protecting what they have built, and creating a lasting legacy.

Before focusing on estate and legacy planning, Jason spent more than 15 years in the financial services industry. He began his career with Edward Jones in Greenfield before joining Merrill Lynch and later Greenfield Banking Company as a Private Wealth Advisor. During his financial services career, Jason trained and mentored more than 50 financial advisors, developing a deep understanding of financial planning, wealth management, and the importance of building long-term relationships.

Jason earned his Juris Doctor from Indiana University Robert H. McKinney School of Law in 1999 and his Bachelor of Science in Kinesiology from Indiana University Bloomington. His professional experience allows him to approach legacy planning from both a legal and financial perspective, helping families make informed decisions about the future.

Jason is also deeply committed to the Hancock County community. He has served on the board of the Hancock Health Foundation, including as Chairman, and continues to value opportunities to give back to the community he calls home.

Outside of work, Jason enjoys spending time with his children, traveling, exercising, golf, tennis, pickleball, and other sports.