Registered States:
AZ, CA, CO, FL, GA, IL, IN, KS, KY, MD, MN, MS, MT, NC, NH, NV, NY, OR, SC, TX, UT, VA, WA, WI

With over two decades of experience, Jason enjoys working in partnership with his clients providing comprehensive wealth management and financial planning.

Capabilities to impact your life and wealth

Whatever stage of life you are at, Jason can guide you through the opportunities and challenges you face. Jason has successfully worked with retirees, women investors, military members and small business owners. We all have questions and too often we postpone planning when answers are unknown. Jason works closely with you to help you define and communicate with you to help you move forward.

Experience to guide you forward

Growing up in a military family has had its advantages and disadvantages. Jason knows what it is like to be the "new kid on the block" and he often relates that same feeling when clients are trying to understand financial planning and finding your way in unchartered waters. He is confident he can help you be good stewards of your hard earned savings and strive towards a bright future knowing all the questions have been answered; often times uncovering risks which can be detrimental to your future. Peace of mind and the ability to fully enjoy your life is the game plan. Jason's wealth management process includes technical analysis, wealth enhancement, wealth protection, wealth transfer and charitable giving. He revisits your goals with you in regular periodic reviews scheduled as often as you prefer.

Outside the office

Jason graduated from the University of North Dakota with a degree in Financial Management and a minor in Economics. He is a Certified Financial Planner and has also earned the accreditation as a Wealth Advisor enhancing his knowledge in assisting the high net worth investor. Jason is President of Colorado Business Connections. He is married and has two daughters. He enjoys Bronco's football, skiing, fishing and cycling. He even admits to liking the "North Dakota cold" which has served him well as a Broncos fan.

Registered States:
AZ, CA, CO, CT, FL, GA, IA, IL, IN, KS, KY, MA, MD, MN, MS, MT, NC, NE, NH, NJ, NM, NV, NY, OH, OK, OR, PA, SC, TN, TX, UT, VA, WA, WI, WY