Full Circle Wealth Strategies has a well-earned reputation of focusing on our client’s needs above all else. For more than 20 years, we have developed and earned a reputation of focusing on client service and our team is dedicated to guiding our clients toward a sound and prosperous financial future.
Jason R. Radakovich, CMFC
President | Financial Advisor
Jason Radakovich is President of Full Circle Wealth Strategies bringing more than 22 years of financial services experience to the firm. In his role, Jason not only manages the direction of the firm, but he also serves in the capacity of a Financial Advisor. Jason takes pride in building and designing custom portfolios tailored to each individual’s needs, setting up and maintaining small business retirement plans, and concentrating on rollovers and helping guide clients through retirement. He specializes in working with retirees, small business owners and their employees, and mentoring young investors, educating them on the investment process.
Education
Jason received his Bachelor of Science in Finance with a minor in Banking from the University of Wyoming. He currently holds his Charter Mutual Fund Counselor (CMFC) designation. The CMFC is awarded to individuals that have demonstrated a thorough knowledge of mutual funds and can effectively identify, analyze and recommend those that are appropriate for clients’ needs.
Interests
In his spare time, Jason loves to spend as much time outside as he can. In the summers, he and Holli spend time at their cabin up north with their son, Mack. Golfing has also become something that he and Mack love doing together with their friends. In the fall, you can find him in the mountains hunting elk, deer, and rams. Conservation for wildlife has also become a passion of his; trying to give back as much as possible to ensure that future generations will have the same opportunities that he has had.
Jared W. Walker
Financial Advisor
Jared Walker is a Financial Advisor at Full Circle Wealth Strategies, bringing more than 10 years of financial services experience to the firm. In his role, Jared is responsible for portfolio design and construction, completing and organizing client account paperwork and executing client orders and follow-up. He and Jason, along with other independent advisors, meet quarterly to discuss portfolio performance to make decisions on current allocations in the existing market environment.
Education
Jared earned his Bachelor in Finance with a Bank Management minor from the University of Wyoming.
Interests
Outside of the office, Jared enjoys spending time with his wife Annie chasing their 2 year old son Cole around, as well as golfing, playing basketball, and spending time outdoors.
Holli L. Radakovich
Operations Manager
Holli Radakovich is the Operations Manager at Full Circle Wealth Strategies, bringing more than nine years of experience in the financial services industry to the firm. In her role, Holli is responsible for managing day-to-day operations, setting up client accounts and meeting with clients to make them feel welcomed and valued.
Education
Holli received her Bachelor of Science in Business Administration from the University of Wyoming.
Interests
In her spare time, Holli enjoys traveling, spending time with family, who includes her husband of over 23 years, Jason and their children Bailee and Michael. Holli also works part time at Holy Spirit Catholic Community.
Kelsey R. Abbott
Client Service Specialist
Kelsey Abbott is a Client Service Specialist at Full Circle Wealth Strategies. In her role, Kelsey is responsible for helping manage the day-to-day operations of the firm and client accounts. Her duties include scheduling appointments, daily processing of new account forms, marketing and recruiting support and assisting in advisor licensing and renewals.
Education
Kelsey attended Central Wyoming Community College from fall 2003 to spring 2004, and later attended Western Wyoming Community College from fall 2014 to summer 2015. She obtained her Series 7 license in 2017 and passed her Securities Industries Essentials Examination in 2018.
Interests
Kelsey and her husband, Josh, spend most of their free time following their kids, Bryn and Stryder, in their extra- curricular activities including basketball, volleyball, FFA, and Rodeo.