Jason serves as a Wealth Manager, working directly with clients to develop a cohesive strategy to meet their goals and most complex financial needs. His comprehensive approach solves wealth management issues in the areas of retirement planning, education planning, investment management, tax, estate planning, business succession planning, insurance and charitable planning. Jason will work with you personally to understand your needs and provide you with a customized plan to achieve your goals.
Prior to joining Creative Planning, Jason started in the financial services industry in 1999 working in Kansas City, San Diego and on Wall Street for a major national financial services firm. He then worked for H&R Block where he served as a Senior Business Analyst and Regional Director, among other roles.
Jason received a Bachelor of Science degree in Business Management from the University of Missouri – Kansas City and is currently working towards his Certified Financial Planner™ designation.
Jason’s hobbies include hiking, mountain biking, skiing and traveling.