Financial Planner, Adviser

Educational Background

  • B.A., University of Missouri-Columbia, 1997
  • M.B.A., University of Missouri-Kansas City, 200
  • CERTIFIED FINANCIAL PLANNER™ Certification Education Program, 2020


Business Experience

Jason joined the firm in 2018. He assists with the financial planning group by providing data entry and data reconciliation, and is involved in operations. Jason has completed his education requirements for the CERTIFIED FINANCIAL PLANNER™ certification through Missouri State University’s board registered program and has successfully passed the CFP® exam.  Jason has over 20 years of experience in the financial services and information technology industry, most recently having spent over 15 years as a business analyst at DST Systems.


Additional information about Jason is available on the SEC website at www.adviserinfo.sec.gov