With more than 20 years of experience in comprehensive financial planning and investment management, Jason focuses on helping high‑net‑worth families navigate their financial lives with clarity and confidence. His strength lies in making complex financial issues easy to understand—and that comes from a lifelong passion for teaching.
Long before Jason became a planner, he was the person people turned to for help and with a background in education he brings that same educator’s mindset to financial planning. Helping clients understand their options, feel confident in their decisions, and stay grounded through life’s transitions remain his main priority.
Jason lives in Chandler, Arizona, with his wife and three children. When he's not working with clients, you’ll likely find him spending time with my family, playing golf, or supporting their kids’ activities.
Certified Financial Planner Board of Standards Inc. owns the certification marks CFP®, CERTIFIED FINANCIAL PLANNERTM and federally registered in the U.S., which it awards to individuals who successfully complete CFP® Board’s initial and ongoing certification requirements.