With over 25 years of experience in the financial industry, Jason brings a wealth of client guidance and investment expertise to SlateStone Wealth as Managing Director and Senior Wealth Advisor. Prior to joining SlateStone, Jason founded Surety Wealth Management and Faculty Advisors in 2015 and served as President and Chief Investment Officer responsible for all investment guidance, portfolio construction and client engagement. His business experience also includes overseeing the advice and guidance provided to over 100 institutional clients at Fidelity Investments as a Regional Vice President of Retirement Consulting.
Jason received his degree in Finance from Utah State University, and is also licensed as a Certified Financial Planner.
As a father of four, Jason is devoted to his family and his children. He currently volunteers his time as a Scoutmaster with the Boy Scouts of America, while also serving as an assistant coach to his daughter’s softball team. In addition, he serves in the Titan Dad program at his youngest daughter’s middle school. Most recently, he served as a board member for the Southlake Girls Softball Association, and a booster club member for the track/cross country team and Band at Byron Nelson High School. In his free time, he enjoys cycling, fly fishing, and golfing.