
A Chartered Financial Analyst, Jason joined us as a securities assistant in 2002, and grew to achieve his management position in our Investment Advisory Division in 2008. He has excellent relational skills and truly understands our clients' needs.
Jason is responsive, honest and upfront, and his knowledge base and personality make him a natural at investment planning and helping clients feel reassured. Jason is passionate about our industry, and it shows. He is a committed family man, having recently welcomed his second child. He is also an avid mountain biker and a voracious reader. A graduate with a BBA from the University of Texas at Arlington, Jason recently received his MBA with a concentration in Finance from Southern Methodist University.
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