Jason received his BS degree in Liberal Arts and Sciences in 2002 and then went on to earn a Master's degree in Instructional Technology and Learning Sciences at Utah State University.
He has been in the financial services industry for over 20 years. He specializes in retirement income planning using a bucket strategy approach.
Jason crafts individual income plans for all his clients and prospects. This helps to provide peace of mind through not only the volatility of markets but through the different stages of life and retirement.
He employs a variety of financial protection and asset accumulation products and investments to help craft the proper strategies for each client’s situation.
Jason and his wife Heather have 2 beautiful daughters and a dog named Max. They reside in Cache Valley, Utah.