About Jason
Jason has worked and specialized solely within the retirement plan space, including 401(k), 403(b), 457, and NQDC plans, for the past 10 years. Jason loves working with plan sponsors to identify, design, and implement efficient retirement plan solutions that meet the needs of the owners, C-suite executives, and employees. Clients remain in Jason’s professional care because of his consistency, focus, and support of their personal financial education.
In his spare time Jason enjoys traveling, Seahawks football, and spending time with his wife, Bethany, and daughter, Mia.
Education and Professional Milestones
-Western Washington University - BS
-Western Governor’s University - MBA
Jason has worked and specialized solely within the retirement plan space, including 401(k), 403(b), 457, and NQDC plans, for the past 10 years. Jason loves working with plan sponsors to identify, design, and implement efficient retirement plan solutions that meet the needs of the owners, C-suite executives, and employees. Clients remain in Jason’s professional care because of his consistency, focus, and support of their personal financial education.
In his spare time Jason enjoys traveling, Seahawks football, and spending time with his wife, Bethany, and daughter, Mia.
Education and Professional Milestones
-Western Washington University - BS
-Western Governor’s University - MBA