Meet Your Financial Advising Team

EPHAS Values-Based Company Story

In 2015, the U.S. Department of Labor brought sweeping changes to the financial services industry. Jason’s client, Regina, was diagnosed with stage 4 ovarian cancer, and Chick-fil-A put out a video called, “Everyone Has A Story,” that tells the individual stories of people buying their chicken sandwiches. This set the stage for what would come next for our company. 

The desire for our company to understand every person as a unique individual and deliver to every person a completely customized experience of planning and service around their story was formed. At that time, in the financial services marketplace, new legislation and regulations were being written, the U.S. political scene was beginning to bubble with President Obama leaving office and the election on the horizon. 

Amidst this seeming chaos and confusion, Jason looked at his practice and the way he had been trained and saw an opportunity to change. He saw an opportunity to focus on the individual client in a way they had not previously. Jason was plucked from the matrix of the captive financial planning juggernauts and started EPHAS-Every Person Has A Story, to bring his faith in God and his love for people, the facts they need to know to have a personal strategy that is unique to them, with loving care, and kindness.

Our Values: Faith, Love, Truth, Unique Strategy, Kindness

Faith

Jesus Christ is the center of how we live our lives and run our business.

Love

Love is an important theme in the Bible (Matthew 22:39; Mark 12:31; Luke 6:27; Matthew 5:44; 19:19; John 13:34) and four times echoed in the epistles (Romans 13:9; Galatians 5:14; James 2:8; I John 4:7). As Paul put it: “The greatest of these is love (I Corinthians 13:13).” There are three main love commands: 1) Love God and neighbor; 2) Love your enemies; 3) Love one another.

Truth

Facts over feelings. We do not follow opinion, we look at the facts and educate on the facts.

Unique Strategy

Every person and every situation is different and we act as a fiduciary offering advice based on the individuals situation.

Kindness

This is a commitment to treat all clients and coworkers with care and kindness. Each person has their own struggles and we will not judge or condemn.

Jason Kehler

Jason prides himself on being in front of clients, sharing knowledge and strategically planning for their financial futures. He is driven by his faith, family and helping clients live their best financial lives. He strives to have a personal relationship with each client, showing his dedication and walking with them throughout their long-term financial journey.

Jason’s father recruited him into the financial services business, and he is enjoying being his own boss, providing amazing service by helping clients who need comprehensive financial services to support their future. He hopes that his firm will serve others for future generations.

Jason values education. He has earned the following credentials: bachelor’s degree from Purdue University; master’s degree from the University of Virginia; NSSA certification; and Series 7 and 65 registrations.

He values his leisure time with friends and family. He is also stuntman and a stunt coordinator with the Screen Actors Guild. Jason is also a proud United States Marine veteran.

Owner and Investment Advisor*

Trey Starnes

Trey specializes in helping clients gain a better understanding of their financial trajectory, working closely with them to devise personalized financial strategies that align with their unique circumstances and life aspirations.

Leveraging his own qualifications and a network of professionals, Trey offers an array of services, such as crafting tailored retirement strategies, conducting comprehensive investment reviews, addressing the intricacies of legacy planning, and providing various insurance-based strategies.

As an Investment Adviser Representative, Trey has passed the Series 7 and Series 66 securities exams and holds life and health insurance licenses. He also holds a Bachelor of Science in Business Administration with a concentration in Economics and Finance from the University of South Carolina – Upstate.

Beyond his professional pursuits, Trey is a devoted husband and father who treasures valuable moments with his loved ones. He also nurtures diverse interests, such as conducting personal investing and trading, undertaking woodworking projects, and exploring uncommon hobbies.

Investment Advisor Representative**

Kaitlyn Christmas

With a foundational career deeply entrenched in the financial and insurance sectors, Kaitlyn offers a rich blend of experience spanning over four years in life insurance, coupled with an unwavering commitment to optimizing operational efficiencies in the financial consultancy realm. After gaining profound insights and honing her skills in insurance policy planning and client relationship management, Kaitlyn transitioned to the role of Operations Manager for EPHAS Financial. In this role, she leads a range of operational aspects, helping to ensure strategic alignment across all initiatives and contributing to the growth and efficiency of the firm. At the core of Kaitlyn’s career is a palpable passion for financial stewardship and safeguarding clients’ economic well-being.

When Kaitlyn is not working, she is a devoted mother of two little boys. You can find them spending their days eating Chick-fil-A, running around at local parks, or at library story-times. Being a “working mom” is what Kaitlyn has always dreamed of doing, and she is so grateful for this position with EPHAS Financial.

Licensed Insurance Agent, Operations Manager