Lincoln Financial Advisors: Florida
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Sarasota

Jason Klingel

Financial Planner

Phone

941-366-2827

Jason has been in the insurance field for 18 years in the Sarasota Area. He spent his first 10 years with a national brokerage firm focusing on life, disability income and annuity wholesale distribution. In 2007, he teamed up with Orion Marx at Atlas Financial to apply his knowledge to retail sales and service. Jason’s primary focus at Atlas is on estate/asset protection and retirement planning for individuals and business owners. Jason’s extensive knowledge of products helps clients towards achieving  their long-term goals while protecting their assets and providing personal  risk management solutions. While at Atlas he is instrumental in focusing and organizing the firm’s new sales, and providing consistent and quality service to their clients.

Jason has a BSBA from the University of Florida, major in Finance and minor in Economics. He holds Series 7 registration and 2-15 Life, Health and Annuity Licenses. One of his passions is cheering on the Florida Gators in football and basketball every season. He and his wife, Denise are always busy outside the office with their four boys, Tyler, age14, and triplets Grant, Kyle and Austin, ages 12. Go Gators!

 

 

Orion Marx, CFP®, ChFC, CLU, CRPC

Financial Planner

Phone

941-366-2827

Orion J. Marx has been involved in the finance and insurance industry with Lincoln Financial Advisors Corp. since 1995. His success within the industry led to his appointment in 2003 to Sagemark Consulting Private Wealth Services, a select group of 70 planners, out of 2200 nationwide, within the Lincoln Financial Advisors/Sagemark Consulting organization. In 2009, Orion was recognized and invited to be one of 9 planners to join the Advanced Select Member team due to his demonstrated skills and leadership as a comprehensive financial planner most capable of working with high net worth individuals, families, business owners and non-profit organizations.  

Orion’s practice helps provide his clients clarity around the complex areas of financial, estate and business owner planning. Each customized financial plan includes clearly defined action steps, from the initial meeting through plan implementation, always working with clients to understand their objectives and towards reaching their goals.

Orion and his highly credentialed team specialize in:

  • Personal Financial Planning
  • Estate Planning
  • Pension Plan Strategies
  • Employee Stock Options
  • Specialized plans for Executives and Business Owners
  • Reirment Planning
  • Business Succession Planning
  • Economic Modeling
  • Retirement Income Planning

Orion is an active member of the Financial Planning Community and keeps abreast of changes and innovations in the industry. He holds the following designations, certifications and affiliations listed below:

  • CERTIFIED FINANCIAL PLANNER™, Practitioner, 2001
  • Chartered Financial Consultant (ChFC), 2001 American College, Bryn Mawr, PA
  • Chartered Life Underwriter (CLU)
  • Chartered Retirement Planning Counselor (CRPC)
  • Member Sarasota and Florida Associations of Insurance and Financial Advisors

Orion earned a Bachelor of Science Degree in Business Administration from the University of Florida, with dual degrees in Finance and Real Estate and a minor in Economics. A long time resident of Sarasota County, Orion is a director of the Community Foundation of Sarasota County, currently the vice chair, board liaison for community investment. He and his wife, Lisa, have two daughters, Avery and Violet, and two Pembroke Welsh Corgis. Outside of the office, you can find Orion, an avid sportsman, competing in races that test his abilities in running, biking, and kayaking.