601 E Pecan St.
Pflugerville, TX 78660
From an early age Jason knew he wanted to help others with accumulating money. After arriving in college he realized early on that a career in Finance would help him to make an impact on other people’s lives. Jason’s career path in Financial Services started in college as a financial aid worker and then he progressed professionally from a teller to a banker to a financial representative to a financial analyst to an insurance agent and now he is an independent advisor. Having 20 years of experience in the Financial Industry from different vantage points allows Jason to look at each situation uniquely and consider how any decision can impact a variety of areas in his clients financial future. Over the last several years Jason’s practice has evolved and currently he works with many families in the Special Needs community. Not knowing what the future holds for your children drastically increases the need to identify and analyze products and strategies that need to last multiple generations. Jason is passionate about helping these families by planning for their financial future. In his spare time Jason enjoys Golf and Travel. He married his wife Andrea in 2001 and they enjoy the adventure of a lifetime with their elementary school age Triplets.
Securities States: CO, IL, MN, NM, TX