Jason has an office in Phoenix and Tucson, Arizona. He started his career in the financial services industry in 2012 and has both banking and brokerage experience. He enjoys helping his clients meet their financial goals and educating them so they are empowered to make informed decisions. His interest in financial planning increased dramatically after obtaining his brokerage licenses in 2015. He will be working toward obtaining his CFP certification and building relationships with clients.
Jason graduated from the Berklee College of Music in Boston, MA with a degree in Guitar Performance and was born and raised in Oregon. He loves coffee, photography, and all things outdoors. His wife is an RN and Tucson native, and he has a daughter born in 2010.
3260 N Hayden Road, Suite 210
Scottsdale, AZ 85251