Research driven approach for individual stocks and bonds as well as mutual funds and exchange traded funds. Customized portfolios for each client based on their specific needs.
Goal-based planning based on your specific cash flow needs, risk tolerance, retirement target, tax situation, philanthropic plans, and other aspects unique to you.
Over 20 years experience in private wealth management. Background includes co-managing the investment models for the Wells Managed Portfolio Group, providing strategic and tactical asset allocation and investment selection of billions of dollars in assets. Jason has an affinity for technology and previously worked as an associate product engineer in the advanced vehicle systems division for Motorola Semiconductor.
As a senior portfolio manager for TIAA Trust Company, Jason personally managed over $400 million in assets for high net worth, ultra-high net worth, foundations, profit sharing plans, and executive compensation plans. Jason is a magna cum laude graduate of Texas State University with a degree in finance. He is a Chartered Financial Analyst charterholder and a Certified Financial Planner™ professional.
Jason has been married for 23 years to his lovely wife, Kim. He enjoys spending time with his three children, playing golf, and boating on Lake Travis.