Jason serves as a Wealth Manager, working directly with clients to develop and implement comprehensive financial plans to address their goals and most complex financial needs. Jason practices in the areas of retirement planning, investment management, tax planning, estate planning, business succession planning, risk management, and charitable planning. Jason’s approach focuses on a thorough understanding of your circumstances in order to provide you with a truly customized plan to help achieve your goals.
Prior to joining Creative Planning, Jason served as a financial planner at a local investment advisory firm.
Jason graduated with a Bachelor of Arts degree from Park University and is a CERTIFIED FINANCIAL PLANNER™ professional as designated by the Certified Financial Planner Board of Standards.
Jason and his wife, Emily, have three children – Jace, Isaac and Cora. In his spare time, Jason enjoys exercising, reading and spending time with his family.
*See all Creative Planning disclosures and sources.