After recognizing the major downfalls of being confined to a massive financial firm. Jason wanted access to the best financial tools and the companies that were the best at what they did. “No single company is the best at everything. I needed to be able to cherry pick that one thing a certain company is great at and use them for that purpose in my clients portfolios. This way each piece of my clients’ portfolios are able to have the best available option working for them.”
Jason graduated in Finance from the W.P. Carey School of Business at Arizona State University and has been utilized as a resource in publications for studies done by some of the most prestigious institutions such as Yale University on various retirement and investment strategies. He is a big advocate of continuing education and surrounding himself with other successful people in the business and nationally recognized influencers. “I knew from the first day I got into the business that I needed to work my way into the circles of the best because that is who I wanted to be and learn from. I would not be where I am today without the mentorship received from those men and women in the beginning of my career and still to this day.”
Jason believes strongly that being a great advisor and financial professional is more than designing the best strategy, it’s about establishing lasting relationships with each client because the financial needs of most people change with life. “My clients know that I pride myself on honesty, integrity, trust, education and ALWAYS doing what’s best for them. My commitment is to my clients and their success; always has been and always will be.”
He and his 3 energetic, wonderful boys reside in Gilbert, Arizona. He enjoys golfing, weight training, traveling and spending time with his boys.