Jason Irving, ChFC®
President, Financial Advisor
Jason joined Irving Planning & Investments in 2020 with over 13 years of experience in the Financial Services Industry. His main priority is to help clients achieve their financial goals through a tailored approach suited to their specific life situation.
Prior to joining the firm, Jason worked as a Sr. Associate Private Client Advisor at Charles Schwab, where he assisted with financial planning and portfolio management for affluent clients from all walks of life. He also has experience as a Mortgage Loan officer and worked with high transaction day-traders as a Margins Specialist. He earned a Bachelor’s Degree from the University of Colorado Denver and served in the U.S. Army from 2003-2007.
Jason earned the Chartered Financial Consultant® (ChFC®) designation in 2022.
Jason's priorites are faith, family and community. He lives in Centennial with his wife Allison and their two children, Quinn and Anson. His free time is spent with family and friends, and his passions are traveling, music, the Denver Broncos and serving his church and community.
Allison joined Irving Planning & Investments in 2022 with a desire to serve clients and help them achieve their financial goals.
Allison began her career in the Financial Services industry in 2010 with Charles Schwab. She obtained her Series 7, 63, 9 & 10 licenses and worked as an Active Trader Specialist and Correspondence Representative before moving on to a position as Team Manager, leading a team of brokers in Lone Tree, CO. She obtained her Series 65 and became an Investment Adviser Representative in 2022.
Allison graduated with a bachelor’s degree from the College of Idaho in 2008. She and Jason live with their two children, Quinn and Anson, in Centennial.
Allison teaches art classes in her spare time and enjoys anything creative. She loves being a mom and spending time with family and friends. She also appreciates time in community with her church family.