The everyday obstacles that business professionals encounter can take a toll on your personal financial condition. As a medical professional and business owner, Jason understands the challenges you face on a daily basis. His passion for finance has led him to continue his education and specialize as a wealth advisor. Through a disciplined process called comprehensive wealth management, he helps individuals like yourself, obtain peace and financial freedom.
Following graduation from Loma Linda University in 1999, Jason moved to Flagstaff, AZ where he lives with his wife Angel and two children. As an active leader in the Arizona Dental Association, he has served as the Northern Arizona President, a member of the House of Delegates and several committees, and is currently on the Council for Government Affairs. Jason also served for six years on the board of directors for Delta Dental of Arizona including chairing the finance committee and serving on the investment committee. Community service is important to his family, and they all serve regularly at the Flagstaff Family Food Center.
When Jason isn’t putting clients on a good path toward making work optional, he enjoys getting outside with family including; skiing with his kids at Snowbowl, Telluride and Purgatory, beating his son at golf (not for long!), being amazed by his daughter’s incredible dance/ballet talent (that he clearly doesn’t possess!), photography, discovering new parts of the southwest in his Jeep, and long walks with his better half on small beaches deserted through-out the world.