Jason partners with individuals and families to deliver comprehensive financial guidance grounded in their goals and priorities. With 20 years of experience in financial and wealth management, he integrates investment strategy, retirement planning, tax efficiency, insurance analysis, and estate design into a coordinated plan built to support each client’s full financial life. He believes effective planning requires focus, aligning financial decisions around what matters most and helping clients move forward with intention and clarity.

As Associate Advisor Group Lead, Jason supports and mentors fellow advisors through coaching, performance guidance, and day-to-day leadership. He contributes to advisor development and knowledge sharing to promote individual growth and consistent client experience across the firm. Passionate about advancing financial understanding beyond the office, he also played an active role in supporting Minnesota legislation requiring personal finance education in high schools, reflecting his commitment to strengthening financial literacy for future generations.

Jason’s planning philosophy centers on focus, helping clients pursue their financial goals with intention and perspective so they can focus their energy on what matters most. He is a CERTIFIED FINANCIAL PLANNER® (CFP®) and an Accredited Investment Fiduciary®. Jason serves on the board of directors for the Financial Planning Association® (FPA®) and the Minnesota Council on Economic Education. He earned his Master of Business Administration in finance and strategy from Washington University in St. Louis.

Jason and his wife live in Eden Prairie, Minnesota, and have two sons. Outside of work, he enjoys spending time with his family, traveling, and outdoor activities.