Jason is a CERTIFIED FINANCIAL PLANNER™ practitioner with thirteen years of experience as a financial advisor. He has guided numerous individuals, families and business owners through the complex process of developing and implementing strategic wealth management. His areas of expertise include investment analysis and portfolio construction, estate and tax planning, risk management, retirement and education planning, philanthropic planning, multi-generational planning and family financial education.
Jason began his career as a financial advisor with American Express Financial Advisors in 2001. He later developed and managed Lewis & Associates Financial Services, a comprehensive financial advisory firm that he successfully sold in 2010. He went on to join a multi-family office, Wanger OmniWealth, a firm that provided customized advisory solutions to ultra-high net worth families with assets above $10m. His experience led him to develop Reliance Family Offices, a multi-family office designed to oversee, manage and execute the multitude of financial goals, needs and wants of highly successful families. Immediately prior to joining Raymond James, Jason was a broker associate with LIV Sotheby’s International Realty.
Jason received his B.A. in Business at Western State Colorado University. He earned the designation of CERTIFIED FINANCIAL PLANNER™ practitioner in 2006.
He and his wife Sarah have been together for 10 years. Together, with their daughter Vivienne, they enjoy being in the outdoors, camping, and mountain biking, rafting, skiing and hiking.