Jason brings loyalty and reliability to his approach to financial services. For him, loyalty is at the heart of his practice and reliability is a cornerstone of trust in any relationship. Jason’s 23 years of experience in the financial services industry – with a strong emphasis on investment planning – is what truly fuels his mission to give clients confidence in their financial futures.
Jason is an Accredited Investment Fiduciary® (AIF®) and Financial Services Specialist® (FSS®) designation holder. These professional certifications are awarded to individuals with the core knowledge and skills to provide essential planning, advisory assistance and transparency for each client. Jason is also an alumnus of the University of Nebraska at Lincoln, where he earned his Bachelor of Science.
On a day-to-day basis as a financial advisor, Jason strives to help his clients successfully navigate financial decisions to best steward their assets. Raymond James’ extensive resources, technology and specialists provide a platform to serve his clients at the highest level.
Growing up on a farm outside Seward, Nebraska, helped formed an understanding of basic business principles as well as the risk-reward relationship of investments. From a young age, he has understood the value of those concepts when coupled with discipline and a strong work ethic. Prior to joining the TruePath team at Raymond James, Jason served as Vice President of Wealth Management at Cornhusker Bank in Lincoln, NE.
Outside the office, Jason enjoys friends, travel, good food, Church and quality time with his wife and seven children (and one grandchild).