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'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.