Jason was born and raised in the pacific northwest and graduated from the University of Washington with a degree in Business Finance.  As a financial advisor for over 25 years, he is committed to building close relationships with his clients.  He values a pleasant wealth management experience that is built on a foundation of clear communication, trust and setting proper expectations. Having worked with both individual clients and 401k plan sponsors, he is well versed with formulating investment and planning strategies to successfully meet his client’s goals. Jason enjoys golfing, working on home projects, and spending time with his wife Arianna and son Carter.