Financial Planner, Adviser

Educational Background

  • B.A., University of Missouri-Columbia, 1997
  • M.B.A., University of Missouri-Kansas City, 2000


Business Experience
Jason joined the firm in 2018. He assists with the financial planning group by providing data entry and data reconciliation, and also is involved in operations. Jason is currently working on his education requirements for the CERTIFIED FINANCIAL PLANNER™ through the University of Missouri-Kansas City’s board registered program. 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.