Jason was born and raised in Colorado Springs, a true Colorado native! After teaching and coaching at a local middle school for 10 years, and working the Dave Ramsey Baby Steps as a family, Jason had a desire to spend more time with his young children. Because of the success of financial discipline and planning at home, Jason felt the calling to use his teaching skills for a different purpose: financial literacy. When asked why he transitioned into financial services Jason responded, I saw the ability to help my community and future clients in understanding money concerns and in planning for their futures while also being able to lead and serve my family at home.

Jason is passionate about making a difference for families and small businesses across Colorado. Jason enthusiastically helps families dream about their retirement, shows them the simplicity in developing a plan, and helps them see their plans to fruition. His down-to-earth ability to relate with clients and to serve them well is evident in every aspect of his business.

Jason and his spouse, Tiffany, raise their 4 young children in central Colorado Springs and love spending their free time outdoors, camping, and ATVing. Jason enjoys mountain biking on all the local trails and is active in his community by serving on his local school board. Jason always has time for a quick phone call or question about money and loves to converse on what matters to his clients.

Qualifications:

B.A. University of Colorado (Colorado Springs)

M.A. in Curriculum and Instruction, University of Colorado (Colorado Springs)

To schedule an appointment with Jason, click the "yellow button" above to link to his calendar.

• Free consultation
• In-office visit (preferred if you're local)
• Screen-share online appointments (great for those who aren't close to the office or are away on travel)
• Quick answers phone-call appointments