Jason is the President of Certified Financial Strategies and a Certified Financial Planner (CFP®) with over a decade of experience in the financial industry. He is focused on delivering sound financial solutions and maintaining strong personal relationships with his clients. Jason specializes in managing relationships grounded in comprehensive financial planning and asset management. Every client is unique. Jason focuses on the circumstances unique to each client rather than boiler plate planning and plug and play investment management.

Jason graduated from Austin College in 2000 with a bachelor’s degree in business. He obtained the CFP designation in 2016 from Southern Methodist University and is a current member of the National Association of Professional Financial Planners (NAPFA).

Throughout his career, Jason has continued his education by attending workshops, conferences, and specialized courses on topics such as investment strategies, tax planning, and retirement income optimization. His dedication to staying informed about industry trends and regulations ensures that he provides clients with the most up-to-date and relevant advice.

In his spare time, Jason enjoys spending time with his wife and two children. In addition, he is an avid golfer, tennis player, and aspired skier as time permits.