Jason co-founded Siskiyou Wealth Management with friends and partners Erik Peterson and Steve Gressett in February 2015. Jason brings more than 15 years of wealth advisory experience to the team and an elevated commitment to providing objective and personalized service and solutions to clients. He has been practicing as a CERTIFIED FINANCIAL PLANNERTM practitioner since 2003 and is a graduate of Santa Clara University.
Jason began his career in financial services in San Diego in 1999 with Bank of America Investment Services, customizing financial strategies for high-net-worth banking clients. In 2002, he joined Merrill Lynch, continuing to work with high-net-worth families and completing courses with The College for Financial Planning® in investment management, retirement planning, income taxation, and estate planning.
In 2005, Jason moved to Southern Oregon, joining LPL Financial and PremierWest Investment Services. Jason’s wife and two daughters are an integral part of his life, and Southern Oregon was chosen as an ideal place to raise a family and make a more meaningful community and professional connections. From 2005 to 2014, Jason has worked with individuals, families, and small businesses in Southern Oregon, helping them reach for their financial and life goals through personalized planning and comprehensive wealth management.
In his free time, Jason enjoys traveling, golf, cycling, and spending quality time with his family, friends, and clients.