Since 1999, Jason has been guiding investors like you through the process of pursuing financial goals so they can focus on what’s important in life. He’s a founding member of Equity Wealth Partners and brings a different perspective as a former CPA, emphasizing tax-aware investing and wealth management.
He has a passion for helping people better understand their investments, explaining concepts in plain English. He strives to build lasting relationships with clients and provide personalized wealth strategies. “As your life and your needs as an investor evolve, so will your vision for the future and risk tolerance. I will be with you every step of the way, offering financial planning designed specifically for you,” Jason says.
Before becoming a founding member of Equity Wealth Partners in 2022, Jason was an advisor with Ameriprise Financial for 22 years. A graduate of Graceland University, he has earned undergraduate degrees in accounting and business administration. He also has committed to ongoing professional development and upholding ethical standards as a Certified Financial Planner™ professional.
Jason lives in Lee’s Summit, Missouri, with his wife, Karmi. They have three boys: Parker, Peyton and Brennan. In his free time, Jason enjoys staying involved in his boys’ activities, running and taking an active role in his church.
Certified Financial Planner Board of Standards Inc. owns the certification marks CFP®, Certified Financial Planner™, and in the U.S., which it awards to individuals who successfully complete CFP Board’s initial and ongoing certification requirements.