Jason is a CERTIFIED FINANCIAL PLANNER® practitioner and an Accredited Investment Fiduciary® with over 20 years of experience as a financial advisor. He has guided numerous individuals, families and businesses through the complex process of developing and implementing strategic wealth management solutions that encompass the entire spectrum of their financial needs.
His areas of expertise include investment analysis and portfolio construction, corporate retirement benefits planning, succession planning, estate and tax planning, risk management, retirement and education planning, philanthropic planning, multi-generational planning, and family financial education.
Jason received his B.A. in Business at Western State Colorado University. He earned the certification of CERTIFIED FINANCIAL PLANNER® in 2006.
He and his wife Sarah, along with their two daughters, enjoy being in the outdoors, camping, mountain biking, rafting, skiing and hiking.
Certified Financial Planner Board of Standards Center for Financial Planning, Inc. owns and licenses the certification mark Certified Financial Planner® in the United States to Certified Financial Planner Board of Standards, Inc., which authorizes individuals who successfully complete the organization’s initial and ongoing certification requirements to use the certification mark.