Jason has a passion for helping his clients by sharing his knowledge of modern investing principles and aligning those principles with their unique goals and aspirations. He feels his greatest offering is to help alleviate anxiety and stress around investing. Jason started his career in the financial services industry at Charles Schwab in 2001, then spent 16 years at Equius Partners prior to that firm’s integration with Wealth Enhancement Group in 2023. Jason lives in Novato, California with his wife, Lisa and their two daughters Mallory and Josephine. He enjoys cycling and mountain biking. He has participated in many organized cycling events including one that spans the great state of Iowa.