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. He 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.
Jason brings to his clients over 20 years of experience in the financial services industry with a true passion for helping his clients reach their personalized financial freedom. Prior to joining Creative Planning, Jason was a Vice President at one of the world’s largest financial institutions. Throughout his career he has worked directly with high net worth individuals and families for some of the nation’s largest investment advisory firms.
Jason graduated summa cum laude from the University of Wisconsin-Whitewater with his Bachelor of Business Administration degree in Finance and has earned the Certified Wealth Strategist® and Chartered Retirement Planning Counselor℠ designations. Jason is also a CERTIFIED FINANCIAL PLANNER™ professional as designated by the Certified Financial Planner Board of Standards.
Jason and his wife Erin have one son (Cowan) and twin daughters (Emery and Brennah). He resides in the Denver area and enjoys coaching his kids’ sports teams, hiking, biking and following baseball.
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