Jason Fisk, MBA

Jason Fisk, MBA

Financial Strategist

With Trusty Oak Since September 2019

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Jason Fisk is a financial strategist and business planning expert. Jason began his career after college in the building materials industry as a store location manager, where he learned firsthand how to increase profitability. From there, Jason spent several years serving as a change management analyst for ProBuild, the nation’s largest building materials distributor. Jason has spent the past seven years in the world of finance and feels he has found his calling—helping business executives make smart, data-driven decisions.

Jason holds a Masters of Business Administration with a finance emphasis from the University of Massachusetts Amherst. He’s passionate about business theory and development and enjoys working directly with business owners to make their company’s financial story come alive. Many business owners lack clarity in the financial side of their company; Jason finds ways to make complex numbers clear and actionable.

Jason lives in beautiful Boise, ID and spends his free time on building projects, cycling, or taking in Idaho’s great outdoors with his wife and two daughters.

Interested in working with Jason?

Professional Specialties:

  • Financial planning and forecasting
  • Business budget planning and execution
  • Cash forecasting
  • Business planning
  • Personal wealth management
  • Data analysis and communication
  • Retirement and business founder planning
  • Product and services pricing
  • Customer profitability
  • Income and P&L statements

Interested in working with Jason?

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