Jason brings compassion, analytics and a true sense of problem-solving to the financial planning process for the firm as he assists clients. A desire to serve and see people attain their goals is his motivation to help clients plan for life's events and surprises. He believes that financial planning is central to long term success, and is an ongoing commitment.
Jason and his wife Courtney have three children, and have been residents of The Woodlands for 13 years. They enjoy spending time with family and many outdoor activities.