As a wealth manager, Jason works closely with clients to implement and administer our wealth management process. He is a primary service advisor for many of our clients and provides depth and youthful energy to our team. He has been with the firm for eight years.
Jason is an Enrolled Agent (EA) and holds FINRA Series 7 and 66 securities registrations through Commonwealth Financial Network®. He brings a technological edge to our firm and helps many of our clients stay current in the fast-moving age of the internet.
Jason grew up in Prescott and enjoys all it has to offer. He is an avid outdoorsman and a new golf enthusiast. He and his wife, Ashley, love to travel, read, and spend time with their daughter, Emma and their dog Ella and cats Cole and Rufio.