Specializing in Retirement Planning, Tax-Efficient Investing, and Equity Compensation
With over 15 years of experience in the financial services industry, Jason is a trusted Wealth Management Advisor known for building long-term relationships based on trust, transparency, and results. He specializes in helping individuals, families, and executives navigate life’s most important financial decisions with clarity and confidence.
Holistic Wealth Planning
Jason provides comprehensive, goals-based financial planning that addresses every stage of a client’s financial life—from retirement income planning and investment management to estate and legacy strategies. His deep industry knowledge and personal, high-touch approach ensure that each plan is tailored to the client’s unique values, lifestyle, and long-term goals.
He works closely with clients to optimize 401(k)s, IRAs, and Roth IRAs, while also focusing on tax-efficient growth, capital preservation, and income generation. His collaborative planning process often involves coordination with estate attorneys, CPAs, and other professionals to ensure a holistic and well-integrated strategy.
How Can his Equity Compensation Experience Help You?
In addition to retirement and investment planning, Jason brings significant experience in equity compensation planning. As an Equity Compensation Associate (ECA), he helps clients unlock the full value of their RSUs, PSUs, ESPPs, ESOPs, and incentive stock options, with strategies for 10b5-1 plans, affiliate Rule 144 filings, charitable giving, and concentrated stock management. His experience working with corporate executives and high-net-worth individuals ensures careful attention to both the technical and personal sides of equity compensation.
The Backstory
Before joining Voyager Wealth Advisors and Raymond James, Jason held key advisory roles at Goldman Sachs and Morgan Stanley, where he developed a disciplined, data-driven approach to managing complex financial needs.
Jason holds a bachelor’s degree in business with an emphasis in accounting and is currently pursuing an MBA in Financial Planning. He is also preparing for the Certified Financial Planner™ (CFP®) designation, reflecting his commitment to continuous learning and professional excellence.
A native of Sandy, Utah, Jason now lives in Riverton with his wife, Lacey, and their three children—Carter, Ava, and Chloe. Outside of work, he enjoys traveling, golfing, skiing, and spending quality time with his family.
Specialties:
- Retirement Planning & Income Distribution
- Tax-Efficient Investment Strategies
- Comprehensive Wealth Management
- Estate & Trust Coordination
- Equity Compensation Planning (RSUs, ESPPs, 10b5-1 Plans, Rule 144)
- High-Net-Worth Financial Planning
- Long-Term Relationship-Based Advisory
Ready to take the next step in your financial journey?
Raymond James and its advisors do not offer tax or legal advice. You should discuss tax or legal matters with the appropriate professional.
