Interested in investing since he earned his first paycheck during high school, Jason understands how finances can impact all aspects of your life. He combines financial and lifestyle planning to consult with families and offer a path to a more secure and fulfilling future. Jason credits his ten years of service in the U.S. Marine Corps for teaching him the discipline of focusing limited resources to help maximize results. He recognizes that even a modest amount of money can make a meaningful difference in helping to pay for a child’s education, eliminate a mortgage or achieve another milestone.

Jason has a diverse practice that also includes many business owners and entrepreneurs. He understands the connection between company and personal finances, which enables him to help clients plan for both their future business operations and individual wealth. Strong, forthright and always available, Jason often collaborates with a client’s CPA, tax professional or attorney to effectively address each set of unique circumstances and needs.

Community Involvement and Support

• Church, Bible Study Leader
• South Montgomery County Girls’ Softball Coach
• Veterans' organizations and charities

Education and Certifications

• American Military University
• Series 7 and 66 Securities Licenses
• Texas Life and Health Insurance Licenses

Professional Experience and Recognition

• Edward Jones
• United States Marine Corps, 3 medals for combat operations