Jason has a passion for establishing and maintaining exceptional client relationships. Since joining MW in 2019, in addition to working directly with clients as a senior wealth advisor, he manages all aspects of the client experience for the entire firm. Jason strives to live out his purpose each day, as an example of selfless service to others.
Beyond a degree in Finance from the University of Tulsa and work experience at LPL Financial and Vanguard, Jason’s diverse background includes studies in journalism and music. He is a constant learner, always challenging himself to increase his industry knowledge. He anticipates earning both the Accredited Wealth Management Advisor and Certified Financial Planner designations before the end of 2021.