Allan Jaster is a Principal and Financial Advisor with Archer Consulting. He is an active member of the Financial Planning Association as well as a licensed securities broker and life insurance producer. Prior to joining Archer Consulting, Allan was a founder and principal in the firm of Jaster-Husbands Wealth Management providing planning and investment services for both Corporate Retirement Plans and Private Wealth Management. Allan is experienced in the financial advisory profession and has a deep commitment to service excellence. He is also skilled at taking large complex financial issues and distilling them into simple to understand forms. Taken together, they provide him with a unique perspective in the qualified retirement plan industry and the ability to meet clients’ goals. Allan is responsible for meeting with clients, researching client issues, preparing and presenting financial plans and updates. His areas of concentration include corporate retirement plans and private wealth management including estate planning, stock option exercise planning and pre- and post-retirement distribution planning, etc. Allan is a member of a Dimensional Fund Advisors study-group. Allan has a Bachelor of Science degree from Centenary College and a Master of Science degree from the University of Arkansas. He has served two combat tours in Iraq with the Marine Corps and is currently a Colonel in the reserves.
Steve has been in the insurance and estate planning profession since 1978. In the early 80s, he began working with the special needs community and became an enthusiastic disability advocate. He helped build the national organization Estate Planning for Persons with Disabilities and was a founding member of the National Institute for Life Planning. In addition, he helped develop the nationally recognized "Chartered Lifetime Assistance Planner" (ChLAP) accreditation program under the supervision of Sonoma State University in California. He was the second recipient of the designation. His initial efforts, in conjunction with several like-minded planners, laid the foundation for many of the current techniques used in the field of special needs planning today. Although his primary passion is working with uniquely challenged individuals, and their caregivers, he also advises a wide range of groups to pass on the knowledge and experience accumulated through thousands of interactions with the extraordinary people he has had the privilege to know and serve. He is a consultant to private special needs residential communities nationally. His primary service is in the admissions process as a third-party evaluator of the prospective applicant's ability to sustain the long-term costs associated with a private placement. The method also provides the family with an extensive qualitative analysis of their existing estate and financial plan. Using an economic modeling system developed for this task in 1986, he can illustrate an accurate present value for their unique situation and benchmark it to the sponsor's available assets and income to ensure a predictable and stable outcome. With his knowledge of the diverse Social Security benefits accessible to both the disabled individual and their sponsors, and with the use of an additional trademarked modeling program, he can help maximize benefits over the lives of the entire family.
Jona Husbands has over 20 years of experience in the financial advisory profession having in-depth experience developing strategies and plans and working closely with high net-worth individuals. He has also worked on the institutional side helping business owners to evaluate and manage retirement plans for their businesses. Jona is responsible for meeting with clients and researching client issues as well as preparing and presenting financial plans. His areas of concentration include estate planning, stock option exercise planning, pre- and post-retirement distribution planning and Special Needs planning. Jona graduated with a Bachelor of Science degree from Centenary College of Louisiana. Before joining Archer Consulting, Jona was a founder and principal in Jaster-Husbands Wealth Management, providing planning and investment services for both Corporate Retirement Plans and Private Wealth Management. He began his business career developing solutions for Highly Compensated Employees at publicly traded corporations as a member of the Institutional Investment Department at Morgan Stanley Dean Witter. Also, as the brother and caregiver of an individual with Asperger’s, he is knowledgeable and sensitive to the issues affecting Archer’s clients. This additional insight magnifies the quality of the final solutions used to design and implement these complex plans.