Senior Financial Advisor
With more than 15 years of experience as a financial advisor, Jason specializes in helping individuals manage and preserve wealth for retirement. Jason’s clients look to him for guidance with the ever changing financial markets and their own unique circumstances and goals. He focuses on becoming your partner in building the future you desire by in-depth, personal financial planning.
Jason’s goal is to help his clients with critical elements of their long-term investment planning in order to achieve financial independence. He is primarily concerned with the prudent stewardship and preservation of their capital.
Jason graduated from Louisiana State University at Baton Rouge with a degree in business administration in 1995. He holds his Series 7, 66 registrations and Group 1 Life Insurance license. Before entering the financial services industry, Jason worked in public and private accounting and spent several years helping run a small family-owned business.
Jason has many different civic and personal interests. He served as a board member on the Whitehouse ISD Educational Foundation, enjoys teaching Sunday school and spending time outdoors, but most important to him is quality time with his family. Jason and his wife, Jennifer, have two sons, Cam and Hayden. They enjoy being active at Green Acres Baptist Church.
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