Jason works with clients to help them identify the mission statement behind their wealth and work towards optimizing each part. Often clients come to the firm having a solid grasp of their financial life but Jason enjoys bringing it all together into a cohesive financial plan that drives the decision making process. He enjoys forming long-lasting relationships with his clients as they collaborate towards their goals.
Jason earned his B.S.B.A from Colorado State University with a concentration in Finance where he was a Daniels Scholar. Prior to joinging IWP in 2016, Jason began his career at a private wealth firm in Denver where he focused on investment analysis, high-volume trading, and public and private investment due diligence. After several years in financial services, he slowly gravitated toward the financial planning side of the industry and he ultimately received his Certified Financial Planner designation in 2015.
Outside of IWP, Jason and his wife Laura are proud parents of two children with another on the way. They spend much of their time riding bikes and hiking with the kids. Jason also enjoys playing golf, pickleball, and soccer. He considers himself a lifelong student and is an avid reader. This year Jason implemented a reading curriculum for the firm, creating a culture of learning and growing together at IWP PCA.
- CERTIFIED FINANCIAL PLANNER™
- Series 65 Certified