The everyday obstacles that business professionals encounter can take a toll on your personal financial condition. As a medical professional and business owner, Jason understands the challenges you face on a daily basis while balancing work and personal obligations. His passion for finance has led him to continue his education and specialize as a wealth advisor. Through a disciplined process called comprehensive wealth management, he helps individuals like yourself, obtain peace and financial freedom.
Following graduation from Loma Linda University in 1999, Jason owned a dental office for 20 years while he and his wife Angel raised two children. As an active leader in the Arizona Dental Association, he has served as the Northern Arizona President, a member of the House of Delegates several committees, and is currently a board member on the AZDA Cares Foundation. Jason also served for six years on the board of directors for Delta Dental of Arizona including chairing the finance committee and serving on both the investment and executive committees. Community service is important to his family, and they all serve regularly at local food banks and other charitable endeavors.
When Jason isn’t guiding clients toward making work optional, he enjoys getting outside with family including; skiing with his kids at Snowbowl, Telluride and Purgatory, beating his son at golf (not for long!), being amazed by his daughter’s incredible dance/ballet talent (that he clearly doesn’t possess!), photography, discovering new remote parts of the southwest in his truck, and long walks with his better half on deserted beaches through-out the world.