Jason joined Woodmont Investment Counsel in early 2022 and is a Senior Associate within the planning team of Woodmont. With a primary focus on plan creation and delivery, Jason serves as the lead planner for many of Woodmont’s clients. Leveraging his experience designing highly individualized planning solutions, Jason helps clients understand the financial implications of major financial decisions including retirement, the sale of a business, a concentrated stock position, or real estate. Jason is well-regarded as a go-to resource for creating visually engaging and sophisticated plans utilizing the industry's best planning software.
Prior to joining Woodmont, Jason was a paraplanner at Chisholm Trail Financial Group based in Austin, TX. During his 3 years at Chisholm Trail, Jason took an active lead in overseeing the planning process while closely working with advisors to develop comprehensive financial plans. Jason is Woodmont’s first remote employee and currently resides in Austin, TX.
Outside of work, Jason and his wife Haley enjoy staying active with their two dogs and tackling home improvement projects. Jason enjoys learning about world history and traveling to famous destinations.
B.A. in Financial Services from San Diego State University