Managing Director, Partner
Jason is a Partner and Managing Director at Creative Planning, and also serves on the investment committee. Utilizing a disciplined approach, Jason works with clients to develop, implement and monitor comprehensive strategies to help meet their most complex goals and needs. This encompasses wealth management issues in the areas of retirement planning, investment management, tax, estate, corporate stock options, insurance, education and charitable planning.
Jason has over 15 years of financial services and investment industry experience. Most recently, he served as a Managing Director for a national investment advisor where he provided a full range of financial services to his client base.
Jason earned a Bachelor of Science degree while playing football on scholarship at Western Carolina University. He studied financial planning at Boston University and earned the CERTIFIED FINANCIAL PLANNER™ certification.
He enjoys alpine skiing, tennis, coaching youth sports and spending time with his family, including his wife Shannon and their four children – Maggie, Jake, Molly and Jilly.
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