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Jason is a Wealth Management Senior Advisor, partnering with high net worth individuals, families, and privately-owned businesses on financial solutions. He is always willing to employ his considerable technology skills to make customer-facing process more user-friendly, but it is his genuine desire to help others that has made Jason a valuable asset to his clients.
Jason began his career with First National Bank in 2019, following 15 years of diversified industry experience. Previous roles include 11 years as a Senior Trader at OppenheimerFunds, a position as a Junior Analyst of product design and risk management, as well as a Fund Analyst. Jason is a Chartered Financial Analyst (CFA®) Charterholder, a Member of CFA Institute, and a Member of the CFA Society Colorado. Jason is also a candidate for CFP® certification.
Jason currently lives in Boulder with his girlfriend and their two dogs and two cats. His biggest passion is traveling, with New Zealand and Indonesia rounding out the top spots for favorite destinations. When not on the road (or in the air), Jason enjoys paddle boarding and hiking. Inspired by his own animals, he is a dedicated supporter of the Humane Society of Boulder Valley.
Every client deserves to achieve their long-term financial goals, and I'm excited to be able to help them the entire way.
Investment products are: Not a Deposit • Not FDIC Insured • Not Insured by any Federal Government Agency • Not Guaranteed by the Bank • May Go Down in Value
Banking products and services provided through First National Bank of Omaha