Jason draws upon his diverse background, blending his experience as an independent futures trader at the CBOT with his legal expertise to spearhead wealth management for individuals and businesses. Focused on wealth preservation and customized risk management, Jason tailors strategies to meet the unique needs of each client. Employing a blend of fundamental and quantitative analysis, he constructs portfolios to minimize downside risk and enhance the expected rate of return.

Offering a comprehensive suite of wealth management services, Jason covers retirement advice, charitable pursuits, education funding, estate planning, risk management, investment management, 1031 DST transactions, and business strategies. He earned his B.S. from the University of Colorado Business School in 2001, majoring in finance with a minor in entrepreneurship. Jason later obtained his law degree in 2009 from Western Michigan University, specializing in real estate litigation and handling complex transactions for major U.S. banks.

Before entering the financial services industry, Jason excelled as a professional independent futures trader at the Chicago Board of Trade, actively participating in Dow Jones Futures and Federal Funds Rate contracts. Beyond his professional pursuits, he is an enthusiastic golfer, snowboarder, and dirt bike trail rider. Most importantly, Jason dedicates the majority of his time to his wonderful family, comprising his amazing wife, Jen, and their three children – two girls and a boy.