After eight years in corporate finance, Jason is now in his 25th year in the financial services industry. He’s evolved from a wealth advisor at a Midwest-based Registered Investment Advisor (RIA), to Schwab’s first ever group of Senior Consultants at Schwab Wealth AdvisoryTM in Denver, to his current role as Senior Vice President at Integrity Wealth. He feels so fortunate to be a member of this extraordinary firm and its exceptional team.

In this role, he has the opportunity to blend his experience as a CERTIFIED FINANCIAL PLANNER™ professional and Certified Wealth Strategist® with a passion for helping build and lead a team that guides HNW, UHNW and Family Office clients to fulfillment of their vision for wealth, life and legacy.

Beyond the world of finance, he is blessed with a beautiful wife and four children, navigating the joys of church, school and the fantastic outdoors of Colorado. This delicate balance of personal and professional fulfillment propels his pursuit of excellence in both spheres.

Let us help you get to your destinations for wealth, life and legacy and fulfill our company’s mission statement “to have an enduring impact on the community”.