Jason leverages his past experiences as an independent futures trader at the CBOT and his experience as an attorney to focus on wealth management for individuals and businesses. Our strategies emphasize wealth preservation with a focus on risk management specifically tailored to a client's needs. Jason creates client portfolios using a mix of fundamental and quantitative analysis in order to minimize downside risk and increase the expected rate of return for a client's overall portfolio. Jason is able to provide a full suite of wealth management services including retirement advice, charitable pursuits, education funding, estate planning, risk management, investment management and business strategies.

Jason received his B.S. from the University of Colorado Business School in 2001 with a major in finance and minor in entrepreneurship. He thereafter received his law degree in 2009 from Western Michigan University. His law practice focused on real estate litigation where he handled complex real estate transactions for some of the largest banks in the United States. Prior to his career in the financial services industry Jason was a professional independent futures trader at the Chicago Board of Trade where he traded Dow Jones Futures and the Federal Funds Rate contracts.

Jason is an avid golfer, snowboarder, and dirt bike trail rider. He spends the majority of his time with his amazing wife, Jen, and his 3 kids (2 girls and a boy). 

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