Jason currently lives in Fulshear, TX with his wife Liz and daughters Morgan and Milena. He is a proud graduate of Texas Tech University with a Master of Science degree in Financial Planning and a Bachelor of Business Administration degree in Finance.
In February 2017 Jason was given the Distinguished Alumni Award by the Texas Tech University Personal Financial Planning Department.
In June of 2016 Jason was named to the InvestmentNews 40 Under 40 List. (InvestmentNews' 40 Under 40 nominations of advisors and associated professionals are evaluated based on: accomplishment to date, contribution to the industry, leadershop and promise.)
In January 2016 he completed a 10 year succession plan with his business partner Wynette Stuntz and purchased her practice. Shortly thereafter Brooke Davis, a 2015 Texas Tech PFP graduate joined him as a Planning Assistant. Jason is a member of the Financial Planning Association Houston Chapter and has served on the Houston Board of Directors as the Public Relations Chairperson. Jason is a founding member and past President of the Texas Tech Personal Financial Planning Alumni Advisory Board. He also volunteers as an Alumni mentor to current Texas Tech Personal Financial Planning students.
After graduate school, Jason spent a semester as the Associate Director of Educational Programs for Financial Perspectives School of Finance in Singapore. His primary focus was teaching the Fundamentals of Financial Planning course for Singapore's Certified Financial Planner™ examinations. While attending graduate school Jason had the unique opportunity to assist Dr. Dorothy Durband with the creation of Red to Black, a financial counseling program within the university. Red to Black continues to provide free financial education and counseling for university students.
Jason was born and raised in Perryton, TX where he grew up on a farm that has been in the family for four generations. Jason spends most of his leisure time with his beautiful wife and daughters and enjoys providing crew support to his wife Liz during her Ultra Trail races.