After graduating from the University of Colorado with a degree in Finance, Jason began his career as a Financial Planner in 2009 for Country Financial.

In 2018, Jason joined WealthPlan Partners, offering his clients many features, including:

  • Flexibility in investment options with no proprietary products
  • Expanded technology, website, and performance reporting
  • Access to lower expense share classes
  • Research and market insights

Jason and his wife, Nichole, were both raised in Arvada, CO, and have two daughters and a son.