Jason Frescoln serves as Managing Director and the founder of Frescoln Wealth Strategies, where he dedicates his time to helping clients build confidence in their income and retirement plans. With a background in finance and years of industry experience, Jason specializes in guiding individuals and families through income planning and retirement strategies tailored to their unique goals.

He holds his Series 7 and Series 66 securities registrations, along with life and health insurance certifications.

Jason started Frescoln Wealth Strategies to spend more meaningful time with clients and provide thoughtful, education-focused advice. He believes in empowering clients to make informed decisions by clearly explaining their options and recommendations.

Guided by the belief to “treat people the way you would want to be treated,” Jason builds lasting relationships grounded in trust, transparency, and respect. He is passionate about helping clients navigate life’s financial milestones with clarity and confidence.

Outside of the office, Jason values time with his family and is actively involved in his church community. One of his most memorable experiences was traveling with his wife, Diann, and their two children, Emily and Luke.

Diann Frescoln is a Client Associate at Frescoln Wealth Strategies, where she plays a key role in supporting client relationships and helping ensure a seamless service experience. With a professional background in mental health services, Diann brings a unique perspective rooted in empathy, active listening, and a deep commitment to helping others achieve their goals.

In addition to her work with the practice, Diann is a licensed clinical social worker and the owner of a private mental health therapy practice, an accomplishment that reflects her dedication to making a meaningful impact in the lives of others. Her expertise in mental health and life coaching enhances her ability to connect with clients and provide thoughtful, attentive support.

At Frescoln Wealth Strategies, Diann focuses on client engagement, operational efficiency, and helping to ensure that every client’s needs are met with care and responsiveness. She is especially excited about the continued growth of the practice.

Known for being friendly, goal-oriented, and supportive, Diann is driven by a passion for helping others succeed. Outside of work, she enjoys reading, attending her children’s sporting events, and staying actively involved in her church. She also fondly remembers her honeymoon in Tahiti and values the reminder to appreciate each day, knowing how quickly time passes.

Debbie Hilleman has over 25 years of experience in the securities industry. She started in the securities industry with EF Hutton in 1986. With her experience, Debbie brings a depth of knowledge and perspective to the clients. Before joining Purnell Wealth Management in 1999 (now Sullivan & Associates), she worked at PaineWebber. Debbie holds her Series 7 & 63 securities registrations as well as her Wisconsin State Life Insurance & Variable Annuity License.