The eldest of 8 children and son to a pastor, Jason learned the value of money early on when as a 10-year-old Jason watched his family fight through a bankruptcy. That instilled in him the drive to learn how to steward, grow and protect finances for families and the businesses they run. At 11 years old, Jason created a portfolio for himself that soon began to produce and make him money! Three decades later, Jason’s focus on integrity and fresh comprehensive solutions continues to bring more value to his clients.
Over Jason’s career, he has been honored to speak on 5 continents, coaching Fortune 100 companies to breakthroughs.
Jason is a partner with Wealth Teams Alliance, and collaborates with elite industry leaders to bring solutions and access to institutional investments, not available to general investors. He uses strategies of wealth creation and preservation to tailor comprehensive plans for each client, both personal and for their businesses.
Jason coaches using:
- a scientific process built on 6 Nobel Prizes to potentially lower risk and maximizing returns,
- techniques for paying less taxes,
- educating pastors on how to maximize their housing allowance, and
- ensuring his clients don’t ‘outlive their money’ in retirement
Jason’s approach helps ensure that his clients are educated and prepared, greatly reducing the stress and anxiety that many Americans have regarding their financial wellbeing.
Jason has been married to his beautiful bride, Tausha, since 2000 and they call Texas home. They are blessed with seven children and on the weekends, they can be found watching their children’s activities, making music, attending live theatre, playing games and racing his Porsche.
Our Services include:
- Financial Planning
- Investment Guidance
- Tax Planning
- Retirement Planning
- Legacy Planning
- Fee-Only Pricing
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