Jason serves as the Executive Assistant, where he plays a key role in supporting both client experience and portfolio strategy. He manages client outreach and scheduling, ensuring seamless communication and efficient coordination of meetings. Jason also assists in preparing for client meetings by organizing materials, developing projections, and helping structure financial discussions to keep engagements focused and productive. In addition to his operational responsibilities, Jason conducts stock research to support client portfolios and develops analytical projects to evaluate client cash flow and future distribution strategies. His work helps translate complex financial data into clear, actionable insights that align with each client’s long-term goals.
Jason is a graduate from Arizona State University with a Bachelor of Science in Finance Degree from the WP Carey School of Business. He is currently studying for the series 7 exam.
Outside of work, Jason plays semi professional volleyball for Phoenix Ascension in the Volleyball League of America and also coaches 15U Boys club at Aspire Volleyball Club.