340 South Elm Ave
Jason is driven in helping his clients find and develop a defined goal for their unique situation. Through a unique and collaborative process, he further applies the discovery process of how best to accomplish his clients stated ambitions.Jason holds a BS in Finance from Metropolitan State University of Denver in 2012, and immediately joined New York Life at the start of 2013. In March of 2016 he was authorized to use, after many hours of study and a 10 hour board examination, the CERTIFIED FINANCIAL PLANNER™ and CFP® certification marks in accordance with CFP Board Certification. CFP® marks identify those individuals who have met the rigorous experience and ethical requirements of the CFP Board, have successfully completed financial planning coursework and have passed the CFP® Certification Examination covering the following areas: the financial planning process, risk management, investments, tax planning and management, retirement and employee benefits, and estate planning.Jason his wife Jenna, and their son Nolan, have enjoyed their time in the Northern Colorado Communities and have just moved out to the Town of Eaton. Jason has always had a love for sports and in his spare time enjoys playing in baseball and softball leagues throughout Northern Colorado.
Neither New York Life Insurance Company, nor its agents, provides tax,legal, or accounting advice. Please consult your own tax, legal, or accounting professional before making any decisions.