Jason started working as a Financial Advisor in 1998 after graduating from Alma College where he attained a Bachelor of Arts degree in Business Administration. He attained his CERTIFIED FINANCIAL PLANNER™ certification in 2009.
As a LPL Financial Advisor, Jason’s mission is to help people get more out of their money, take the guesswork out of investing and help to manage financial risks. His approach centers largely on client education and interaction. Jason believes that financial planning is a life-long, personal process that you create and adapt based on your needs, your values and your unique situation. It is through such a process that you can work toward pursuing your most important aspirations.
Jason and his wife, Kari, reside in Grand Rapids with their children. In his spare time, Jason enjoys spending time with his family, travelling, golfing, biking, and coaching basketball.