Advisor profile

What you can expect when you work with me

The right financial advice can help prepare you for whatever life brings — both the expected and the unexpected.

When you work with me, you receive:
  • 1:1 financial advice based on your goals and needs.
  • Personalized recommendations for a diversified portfolio, and solutions to help protect you from uncertainty.
  • Regular meetings to review your goals, progress and investments.
  • Anytime access to your investments and digital tools to help you stay on track.

Ready to learn more? Getting started is as easy as meeting for a complimentary initial consultation whenever it’s convenient for you.

Get started
16
Years of Experience
This number may include years as a financial advisor, and/or experience as a registered representative.

Areas of focus

  • Retirement Planning Strategies
  • Estate Planning Strategies
  • Tax Planning Strategies
  • Family Finances
  • Wealth Preservation Strategies
  • Retirement Income Strategies
  • Social Security Retirement Benefits
  • Saving for Education
  • Investments
  • Investment Management
  • Executive Compensation and Benefit Strategies
  • Business Retirement Plans
  • Insurance
  • Charitable Giving Strategies

Education

  • Masters of Business Administration - Pittsburg State University
  • Bachelors of Business Administration - Pittsburg State University

Previous experience

  • Financial Advisor, Frontier Community Credit Union (CFS), Leavenworth, KS, 2022-2024
  • Financial Advisor, Independent Financial Group, Wellsville, KS, 2020-2022
  • Financial Advisor, Edward Jones, Ottawa, KS, 2010-2020

Interests

When Jason is not in the office, he spends most of his time with his wife Trisha, and four kids traveling around to various Baseball tournaments, attending local music venues, checking out various sporting events as an avid fan of all of Kansas City's professional sports teams, and enjoying time with friends and family at their home away from home at the Lake of the Ozarks.