With over a decade spent in the financial services industry, Jason provides knowledgeable guidance to assist clients in pursuing their personal and financial goals. He has expertise in comprehensive wealth management services, including financial planning, investment research and portfolio management. He aims to help clients achieve financial confidence as they navigate complex financial situations. Personable and organized, Jason loves working with people and takes pride in helping clients pursue their goals.
As a Chartered Retirement Planning Counselor™, Jason has in-depth knowledge of the needs individuals face both before and after retirement, and engages in retirement planning for a variety of important issues, such as sources of retirement income, employer-sponsored retirement plans, tax planning, retirement cash flow, asset management, estate planning and more.
Jason has been with our team since 2006. He was previously a client associate with Wachovia Securities, which later became Wells Fargo Advisors. He earned a bachelor’s degree in business administration with a concentration in finance from the Barton School of Business at Wichita State University.
Jason and his wife, Rachel, enjoy supporting Shockers athletics. They are also involved with and support numerous local organizations and charities by volunteering or sponsoring local events.
In his spare time, Jason enjoys spending time with friends and family, reading and staying active playing soccer and golf. Originally from Hot Springs, Arkansas, Jason and Rachel live in East Wichita with their cavalier spaniel, Winston.