Jason focuses on providing unique life/disability insurance solutions for key executives, top professionals and high-net worth individuals/families.
He is one of the few in the industry that understands and actively addresses the distinctive needs of affluent 1099-independent contractors—designing bespoke benefits plans to assist organizations with the retention and recruitment of top-tier 1099 talent.
In the high-net-worth space, he utilizes sophisticated life insurance solutions that can both build and protect a client’s wealth.
Jason comes with 25+ years of experience in financial services, portfolio management and equity trading. He has a BS in Finance from the University of Colorado, holds a Series 7 and is a registered representative of M Holdings Securities, Inc. In his spare time, he enjoys golf, platform tennis and spending time with family.