Jason obtained a BS in Industrial and Management Engineering from Montana State University in 2001. He was previously the founding director of the South Lake Union Chamber of Commerce, Seattle WA from 2006 to 2010 and a Financial Advisor with a global wealth management firm.
Ever since Jason joined Integrity’s team of wealth managers, his strengths in financial advising have been a tremendous asset to our clients. Jason is deeply committed to holistic financial planning and is passionate about supporting small business owners develop comprehensive retirement plans. Jason understands his clients’ unique needs and works diligently to provide them with the best advice possible in order to support their company, family, and employees. Jason firmly believes in delivering unbiased and transparent financial advice to his clients and his ultimate goal is to empower business owners and individuals to make sound decisions.