Our Team

Jason joined Irving Planning & Investments, Ltd. in 2020, bringing more than 13 years of experience in financial planning and wealth management. His top priority is helping clients achieve their financial goals through a personalized, client-focused approach tailored to each individual’s life circumstances.

Professional Background

Before joining the firm, Jason served as a Senior Associate Private Client Advisor at Charles Schwab, where he supported financial planning and portfolio management for affluent clients from a wide range of backgrounds.

Earlier in his career, he worked as a Mortgage Loan Officer and as a Margins Specialist, assisting high-volume day traders with complex transactions. His diverse experience across investment, lending, and advisory services gives him a comprehensive perspective on the financial landscape.

Education & Certifications

Jason earned his Bachelor’s Degree from the University of Colorado Denver and proudly served in the U.S. Army from 2003 to 2007. He obtained the prestigious Chartered Financial Consultant^® (ChFC^®) designation in 2022, demonstrating his dedication to professional excellence and lifelong learning.

Personal Life & Values

Jason’s priorities are faith, family, and community. He lives in Centennial, Colorado, with his wife Allison and their two children, Quinn and Anson. Outside of work, he enjoys spending time with loved ones, traveling, listening to music, cheering for the Denver Broncos, and serving his local church and community.

Allison joined Irving Planning & Investments, Ltd. in 2022 with a strong desire to serve clients and help them achieve financial confidence. With more than a decade of experience in the financial services industry, she combines technical expertise with a client-centered approach rooted in communication, trust, and care.

Professional Experience

Allison began her career in 2010 with Charles Schwab, where she earned her Series 7, 63, 9, and 10 licenses. She initially worked as an Active Trader Specialist and Correspondence Representative, later advancing to Team Manager, where she led a group of brokers in Lone Tree, Colorado.

In 2022, she obtained her Series 65 license and became a registered Investment Adviser Representative, expanding her ability to guide clients through customized financial strategies designed to meet their unique goals.

Education & Certifications

Allison earned her Bachelor’s Degree from the College of Idaho in 2008. Her educational background and professional experience allow her to combine analytical precision with a thoughtful, relational approach to client service.

Personal Life & Interests

Allison and her husband, Jason, live in Centennial, Colorado, with their two children, Quinn and Anson. Outside of work, she enjoys teaching art classes, exploring creative projects, and spending time with family and friends. She values her community deeply and is active within her church family.