Mobile Phone (360) 903-2915
Jason has been serving individuals and businesses in various roles since 2002. He prides himself in being relationship oriented, and providing "talked about" client service. As a Financial Planner, Jason's focus is comprehensive and holistic financial planning. He also helps implement and service non-profit employer sponsored retirement plans, where many of his client relationships are established.
Prior to his career as a Financial Planner, Jason worked in retail sales and management for the fitness, wireless, and footwear industries. In these positions he boosted sales and developed leaders. Most recently, he spent 3 years with a fortune 500 company implementing payroll and benefits solutions for small and medium sized companies. Through his various leadership roles, Jason has developed an advisory/consultative style that inspires positive change and creates lasting relationships. His primary aim is to be a lifelong trusted advisor for his clients and their families.
Jason holds a B.A. in Communications from Simpson University, where he played Men's Basketball for 4 years. He was co-captain for 2 of those years. He is a Financial Planner and is licensed to offer securities in OR, WA, CA, and NC. He holds life, health and disability licenses in OR and WA.
Jason and his wife Melissa have 3 children, and reside in Vancouver, Washington. He stays involved in the community, and is currently an Elder of East Park Church, and coaching youth basketball.