As a Wealth Manager, Jason’s primary focus is on helping individuals, families and business owners achieve their financial goals.
For over 18 years, he has been offering financial advice on a wide range of topics covering planning for financial independence, insurance needs analysis, income and estate taxes, business succession, retirement income strategies and charitable giving. Prior to joining Creative Planning, Jason worked with clients in a fiduciary capacity as a financial planner within Commerce Trust Company.
Jason earned a Bachelor’s degree from Washburn University and holds the CERTIFIED FINANCIAL PLANNERTM certification.
Jason is married with three busy kids. He enjoys watching their sporting events and musical endeavors – and will find time for his own hobbies someday.