As a SmartVestor Pro with Dave Ramsey, Jason believes that everyone deserves to experience the confidence that comes with personalized financial guidance. Through his comprehensive financial planning process, Jason is able to provide the guidance that you need, regardless of your current stage of life. Whether you are just starting your first job, growing your family, preparing for retirement or already in retirement, having someone in your corner to help you make key financial decisions is invaluable.
Jason started in the financial services industry in January of 2013 and has spent his time helping individuals, families and business owners navigate their financial lives. Prior to becoming a Financial Planner, Jason spent over a decade in retail management and prior to that, served in the Armed Forces as a Military Police Officer in the United States Army. Having such a diverse background helps Jason relate to many different scenarios and develop personalized financial plans that are deeply rooted in both identifying and pursuing your specific goals.
Jason currently resides in Columbia, MD, which is just outside of Baltimore, MD, but is originally from Albuquerque, NM. He enjoys audiobooks, college football, true crime documentaries, and walking the mall with his teenage daughter, Avery.
Working with an advisor that is part of the SmartVestor network cannot guarantee investment success or that financial goals will be achieved. There can be no assurance that working with a Dave Ramsey SmartVestor Pro (SVP) will produce or achieve better results than working with an advisor not affiliated with the SmartVestor program. Advisors that participate in this program pay a fee to belong to the program for client leads that are provided. Dave Ramsey and the Dave Ramsey SmartVestor program is not affiliated with Cetera Wealth Services LLC and Convergent Financial Partners and is not sponsored or endorsed by Cetera Wealth Services LLC nor Convergent Financial Partners.