Jason’s goal as a financial advisor is to learn and understand his client’s needs and aspirations, and then help them formulate a comprehensive plan that focuses on pursuing their financial success. His team may utilize various financial strategies, including investment management, retirement planning, Insurance planning (Life, Disability, and Long Term Care), and others, to better your chances of reaching your financial goals.
Jason graduated from St. Gregory’s University in 1999 and has been in the financial services industry since 2008. He currently resides in Edmond, OK with his wife, Rayna, and their 2 sons, Cooper and Camden. Hobbies include golf, the Oklahoma City Thunder, and enjoying time with friends and family.