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Jason is a fiduciary financial advisor who has worked on every side of the financial services industry except as a regulator. He started out working for venture capital to identify startup companies and new technologies that could offer strong return on investment, then worked inside those companies to help them reach their potential.
Since returning to his hometown in northern Arizona, Jason has worked as a financial advisor serving individuals and families and building plans to ensure that they could meet their goals and experience financial freedom in retirement.
Jason is guided by strong values and is grateful to work for a firm where the clients’ needs always come first. He enjoys hiking and experiencing all of the great outdoor activities that northern Arizona has to offer, and sharing them with his nine-year-old twins.
What’s Your #1 Retirement Mistake?
Take this Complimentary QUIZ to identify which of the five (5) areas of retirement is potentially your biggest “Retirement Gap” right now – and get a no-cost, customized report with your results and suggested next steps.