Investment Advisor Representative, CFP®
Jason graduated summa cum laude from Fort Lewis College in Colorado. Jason has worked in the financial services industry for the last 22 years and as a Certified Financial Planner for the last 19 years. Additionally, he has extensive experience as a Regional Business Consultant for a large institutional money management platform. Jason enjoyed an 11 year career with Curian Capital LLC, where he was named top wholesaler for three consecutive years before moving on to build his own financial advising practice. Jason is on the board of the National Association of Insurance and Financial Advisors (NAIFA) and is a recognized national leader the financial industry. He lives in San Antonio with his wife Julie, an Emergency Physician, and his daughters, Lily and Rose.