“I work with people in different stages of life. Some are just starting out. Some are close to retirement and starting to wonder about their future. Others are facing a crisis in their family or in their financial situation. I feel a strong responsibility to help them wherever they are to get to where they want to go.”
With more than 13 years as a Certified Financial Planner and mentored by his father from the age of 12, his wisdom and experience stand out in the crowd of financial planners. He is also one of the few values-based, fee-only planners in Northern Colorado. (Not sure why this matters? Learn more.)
Jason’s values are rooted deeply in family and community. He spends time with his family, wife, Grace, and daughters, Olivia and Violet. A native Coloradoan, he enjoys hiking, fishing, camping, and enjoying the Rocky Mountains.
More About Jason
Q. What makes you happiest as a financial planner?
Giving people peace. And helping them relax and enjoy life again! Once we get the money pressure off their mind, they become entirely different people. And that makes me smile.
Q. Why did you choose to become a financial planner?
My grandfather started in accounting years before I was around. My father worked in that business, and I had always admired that. I saw him help business owners and their families and I knew I wanted to follow in his footsteps. When my grandpa retired, I was thrilled to join my dad in the business. Family legacy is important to me and it’s a blessing to be able to continue the tradition.
Q. What are you most passionate about when it comes to your work?
Truthfully, I get pretty passionate about a lack of integrity and accountability in my field. I value my reputation and my family and want to work in a way that brings honor to both. I find many of my clients feel the same.