For over three decades, Jason has been well-regarded in the financial industry. He is the Co-Founder and Managing Partner of StrateFi Wealth Management. Prior to launching the firm, Jason held advisory roles at Wells Fargo Advisors and Smith Barney. 

Jason works closely with physicians, attorneys, engineers, and business owners, helping them navigate retirement planning and wealth management. He graduated from the University of California, Berkeley, where he studied business, finance, and architecture.

Jason holds numerous securities registrations, allowing him to recommend a wide range of investment solutions based on each client's unique situation. He believes every successful financial strategy begins with a comprehensive investment plan that aligns with a client's goals, objectives, and long-term vision.

Jason is the former Vice President of Finance for the Cal Alumni Association and remains active with the local alumni club. He currently serves on the Board of Directors for Sky Tavern, a nonprofit organization dedicated to providing affordable skiing, snowboarding, and outdoor education opportunities for the youth.

An active member of his community, Jason previously coached baseball at Corona Del Mar High School. He is also the former Chair of the Witte Lecture Series and the Making Memories for Children Series at the Newport Beach Public Library Foundation. In addition, Jason serves as an Honorary Captain for the Washoe County Honorary Deputy Sheriff's Association.

Born in Southern California, Jason now splits his time between the Lake Tahoe/Reno area and Orange County. He and his wife, Donna, are proud parents of their daughter, Savannah. When he's not in the office, Jason enjoys skiing, reading, and spending time with family and friends.

– NV Insurance License # 3260407
– CA Insurance License #0B96672.
– Resident State: NV.
– FINRA Securities License(s): 7, 63, 65, 31 held through LPL Financial