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.

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22
Years of Experience
This number may include years as a financial advisor, and/or experience as a registered representative.

Areas of focus

  • Retirement Income Strategies
  • Retirement Planning Strategies
  • Investments
  • Saving for Education
  • Intergenerational Planning

Education

  • Bachelor of Science in Business from Western Oregon University

Awards & recognition

  • Forbes Top Next-Generation Wealth Advisors, 2017-2018
  • Forbes Best-in-State Wealth Advisors, 2018-2019
  • Forbes Best-in-State Next-Generation Wealth Advisors, 2019

Community participation

  • Jason is actively involved in youth sports and coaches several teams each year. He serves on the West Salem Little League board.
  • Sponsor of Young Life
  • Member of the Salem Chamber of Commerce
  • Sponsor of Lemonade Day
  • Sponsor of American Cancer Society
  • Sponsor of Keizer Young Life
  • Sponsor of Salem Leadership Foundation
  • Sponsor of Greater Salem Young Life
  • Sponsor of Boys & Girls Club
  • Sponsor of Ike Box
  • Sponsor of West Salem Little League
  • Sponsor of Salvation Army
  • Sponsor of St. Jude Children's Research Hospital
  • Sponsor of Juvenile Justice Ministries
  • Sponsor of Union Gospel Mission

Interests

  • Jason married his beautiful wife, Andrea, in 2023 and together they have a blended family with 5 kids ranging from 6-14 years old. There's never a dull or quiet moment, but their home is filled with friends, laughter, and a stocked fridge.
  • Jason lives for baseball season and coaches their three sons. He's an amazing chef and his home is always open to share one of his fantastic meals with you.
  • He reads multiple books at a time, loves to travel, spends time outdoors, and enjoys their home in Sunriver with his family. He's an incredible dad, an involved community member, and shares his passions with his wife who is also a business partner.

My photos

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