Jason serves as a Wealth Manager, working with individuals and families to create, implement, and maintain comprehensive financial plans addressing all aspects of a healthy financial life including investments, tax planning, risk management, retirement, employee benefits and estate planning.
Jason’s professional experience includes over 15 years working within the financial services industry. Prior to joining Creative Planning, he served as the Director of Financial Planning for an independent investment advisory firm.
Jason earned a Bachelor of Science degree in Personal Financial Planning from Texas Tech University. He is also a CERTIFIED FINANCIAL PLANNER™ professional as designated by the Certified Financial Planner Board of Standards.
Jason and his wife, Annetta, have two children – Thomas and Hannah. Jason is a sports enthusiast and enjoys coaching soccer for his kids’ teams. When they can get away, they enjoy traveling and spending time outdoors.
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