Jason is “Battle Born” and raised in the Las Vegas Valley and growing up he loved playing golf, skateboarding, and snowboarding. Both his father and grandfather are successful and recognized home builders in Las Vegas; so, he has seen a lot of changes during the past 4 decades. It is from that creative and motivated bloodline that his passion for finding innovative and efficient solutions to financial problems was born.
Jason had a unique educational experience - he left home at the age of 12 to attended St. John’s Northwestern Military Academy until he graduated at age 18. This was a great privilege and an unparalleled opportunity to experience the cultures of other students from all over the world. Attending the Academy was a family tradition as his family founded the school in 1884 and his Grandfather had graduated 50 years to the day before of Jason’s graduation.
Before his experience in the Corporate Finance world, Jason had a 13-year love affair with the Food & Beverage industry that afforded him the opportunity to work on the “Famed” Las Vegas Strip, side by side with some of the world’s greatest chefs! That tryst sadly ended when he had to undergo a hip replacement at 32, causing him to reevaluate his career choice as he would no longer be able to stand for the extended hours necessary to work at the highest levels in commercial kitchens. It was in a single moment during the recovery of that surgery that he remembered a childhood aspiration, to be involved in the stock market. Three months after the surgery he found his first position as a Financial Representative at Country Financial where he learned the nuances of Corporate services, Investments and Insurance. It was there that he honed his craft and found an absolute passion for helping Families and their Businesses achieve real financial independence and success.
As Director of the Corporate Services Group, his expertise in corporate retirement plans (401k, 403b, SEP, SIMPLE) coupled with an unparalleled knowledge of Corporate Risk Mitigation and Group benefits, will allow him and his team to provide an elevated level of service, with an emphasis on scalability. His dedication to the financial education of rank file employees is what has garnered such an appreciation and respect for his craft, from business owners and C-Suite executives alike.
Jason and his wife, Jennifer, have been together for 7 years and were married in August 201. Together they have six children. Maxwell (20), Logan (17), Jade (15), Mason (12), Zoey (3), and Madison (1).
Jason’s hobbies include fly fishing, golf, auto racing and travel. Jason sits on the Board of Directors for Nasri Academy for Gifted students, which is the first Nevada State recognized school for Gifted and Talented students.
Spending time with my family, Golfing, Fly Fishing, Formula 1 Racing, LOTS of cooking, grilling, and smoking meats; The arts, from the theater all the way to brush and canvas.
To provide financial education to as many young people as I can in an effort to give the younger generation the best chance at a lifetime of Financial Success; To be the most authentic friend, father and son that I can be.
Driving, where I do my best thinking; Spending time with my family in Park City, UT; Cooking Thanksgiving and Christmas dinners for my “Entire” family; Everything Halloween; “Top Gun”; Vegas Golden Knights; Minnesota Vikings; playing board games with my wife and kids.
I love to problem solve and I love to educate, teaching keeps me sharp and the challenge of problem solving allows me to push my perspective beyond the edges of “the box” and into the unknown, to retrieve sound and progressive solutions to complex and unique financial solutions.
I have been putting brush to canvas for over 25 years, my retirement will be throwing art shows and presenting in galleries. Painting has always been a source of inspiration for all the other, not-so creative, parts of my life.