Jason's approach to his client's finances is simple: Understand the goal, develop a plan, and implement the strategy. "I seek first to understand, then be understood. I focus on the client's goals and developing a financial plan to achieve those goals."

He holds a bachelor's degree from Oral Roberts University.

He devotes his time and energy to his four kids outside of work.

He feels it's important for his clients to know that investment management should always complement the plan and never be a substitute.