Jason founded Wealth Advisors Group on a simple belief: clients deserve advice that is independent, transparent, and accountable to them alone. He has spent his career as a fee-only fiduciary, building relationships that span decades and walking alongside families through retirement, generational transitions, and the milestones in between.

What you can expect from Jason

A patient listener. A direct communicator. A planner who genuinely enjoys the long conversations — about goals, about families, about what money is really for. Jason’s clients describe him as the kind of advisor who notices when something feels off and asks before it becomes a problem.

Bio and credentials to be updated. To meet Jason, request a complimentary consultation.