As an Executive Director of Wealth Planning, Jason works with the firm’s clients on complex wealth planning issues that arise for high-net-worth individuals and their families, focusing primarily on trust, estate, philanthropic, and income tax planning.

Jason brings a great deal of relevant wealth planning experience from his former positions as a Wealth Planner at U.S. Bank Private Wealth Management, Senior Estate Planning Strategist at Personal Capital, and a Wealth Strategist at Schwab Private Client.  

Before transitioning to wealth management, Jason practiced law at Messner Reeves LLP, Kresl and Johnson, P.C., and was an Assistant Attorney General for the Attorney General of the State of Colorado. He started his legal career as an Air Force JAG Officer in the United States Air Force, where he served at multiple bases as a Claims Officer, Chief of Military Justice and Area Defense Counsel.

Jason received his Juris Doctorate from the Sturm College of Law at the University of Denver and received his Bachelor of Arts of German Language and International Trade from Clemson University. Jason is a member of the Denver Estate Planning Council.

Jason lives with his family in Denver, Colorado. He enjoys soccer, mountain and road biking, skiing, hiking, and being outdoors in Colorado.

WHAT DO YOU LOVE MOST ABOUT BEING PART OF CRESTONE?
I appreciate the team approach at Crestone; a combination of hard-working, intelligent people helping clients pursue the goals that give their lives meaning.
WHAT DO YOU ENJOY MOST ABOUT WEALTH MANAGEMENT?
I most enjoy working with clients to help identify their estate and wealth planning goals. I find my client collaborations to be an efficient, productive way for clients to have the peace of mind that their legacy will be positive and as intended.
WHAT IS YOUR FAVORITE BOOK?
My favorite book is “A Prayer for Owen Meany” by John Irving. An interesting narrative on having a purpose in life while finding oneself laughing out loud throughout the novel.