CFP®, CWS®, CKA®
Vice President and Senior Wealth Advisor
Jason brings 21 years of experience to his clients and team at Integrity. He spent his first thirteen years in the industry as a Wealth Advisor for a Registered Investment Advisory (RIA) firm in the Midwest, the next four years as a Senior Portfolio Consultant for Schwab Private Client™ in Denver, and the last two years as a Senior Financial Advisor with Integrity. He is a CERTIFIED FINANCIAL PLANNER™ professional and Certified Wealth Strategist®.
Jason’s greatest passion is guiding his clients to define and achieve their vision for their wealth and life. His skills include planning, implementation, and ongoing management in the areas of financial independence, portfolio construction, charitable giving, legacy & values integration, income generation, retirement transition, and tax minimization. Jason prefers to work closely with his clients’ estate, tax, and insurance counsel to ensure that all areas of their financial lives are working together for maximum efficiency. He has guided clients in the various phases of life with asset levels ranging from $500,000 to $40,000,000.
Jason serves on the Board for the local Kingdom Advisors group. He is blessed with a beautiful wife and four children (including three teenagers!), and they are all involved in activities related to school, sports and their local church.