Jason is a CERTIFIED FINANCIAL PLANNER™ practitioner and an Accredited Investment Fiduciary® with over fifteen 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, estate and tax planning, risk management, retirement and education planning, philanthropic planning, multigenerational 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™ practitioner in 2006.
He and his wife Sarah have been together for over ten years. Together, with their two daughters, they enjoy being in the outdoors, camping, mountain biking, rafting, skiing and hiking.
Certified Financial Planner Board of Standards Inc. owns the certification marks CFP®, CERTIFIED FINANCIAL PLANNER™, and in the U.S., which it awards to individuals who successfully complete CFP Board's initial and ongoing certification requirements.